Financial Administrator

2 months ago

Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Financial Administrator / Client Services Specialist

Artemis Recruitment Consultants Ltd is seeking a highly skilled and experienced Financial Administrator / Client Services Specialist to join their team.

Job Summary:

We are looking for a professional with excellent administrative skills and a strong understanding of financial services to support our clients in Birmingham. The ideal candidate will have a proven track record of providing exceptional client service and administrative support in a fast-paced environment.

Key Responsibilities:
  • Client Service: Ensure all dealings with customers are carried out in a professional and courteous manner, providing exceptional service and support to meet their needs.
  • Administrative Support: Provide administrative support to the Client Services Manager, including maintaining accurate records, preparing reports, and ensuring compliance with company procedures.
  • Financial Services: Assist with the submission of new online applications, top-ups, and processing of paper-based applications for life, investment, and pension business, ensuring compliance with regulatory requirements.
  • IO Activities: Run comprehensive IO activities for each piece of business, including new business, top-ups, and policy variations, ensuring accurate and timely completion.
  • Communication: Liaise with clients, solicitors, accountants, life offices, lenders, and platform providers to ensure seamless communication and resolution of queries.
  • Training and Development: Provide training and mentoring to junior members of the Client Service Team, ensuring they have the necessary skills and knowledge to perform their roles effectively.
Requirements:
  • Knowledge and Experience: The requisite knowledge for the role being undertaken, including a strong understanding of financial services and administration.
  • Qualifications: Basic administration, technical knowledge, and qualifications for the job role, including mentoring junior members of the Client Service Team.
  • Skills: Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
What We Offer:

Artemis Recruitment Consultants Ltd offers a competitive salary and benefits package, as well as opportunities for professional development and growth.

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