Experienced Financial Administrator

3 weeks ago


Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Administrator Opportunity

We are seeking a skilled Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a Financial Administrator, you will play a crucial role in supporting our financial planning services.

Key Responsibilities:
  • Establish and maintain effective communication with clients and colleagues.
  • Retrieve and manage client information, ensuring accuracy and confidentiality.
  • Record and maintain all verbal, written, and electronic communications with clients, colleagues, and third parties.
  • Collaborate with financial advisers to gather information for financial reports.
  • Assess client objectives to identify suitable solutions.
  • Prepare and present suitability letters to financial advisers, adhering to company policies and regulations.
  • Support financial advisers in acquiring information on business processes, tax, and other relevant areas.
  • Ensure compliance with Financial Conduct Authority regulations and stay up-to-date with industry developments.

This is an excellent opportunity to work with a growing practice and contribute to the success of our team.



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