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Financial Services Coordinator

2 months ago

Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Client Executive - Worthing

Artemis Recruitment Consultants Ltd is seeking an experienced Financial Client Executive to join their team in Worthing. This role is integral to providing efficient administrative support to clients and senior members of staff.

Key Responsibilities:
  • Coordinating with Financial Advisers to administer financial planning clients
  • Managing post and ensuring the back-office system is up to date
  • Administering new client pensions, investments, and risk contracts
  • Liaising with product providers and partners
  • Managing client documentation from start to finish
  • Coordinating annual client reviews, including production of valuations
  • Processing investments, fund switches, and sales documentation within defined service level agreements
  • Reviewing and completing investment transactions with accuracy
  • Dealing with client queries and ensuring a high level of customer focus
Requirements:
  • Experience in an office environment, preferably in financial services
  • Fully conversant in Microsoft Office, with strong Excel skills
  • Good communication skills, including digital communication
  • Organised and able to prioritise effectively
  • Strong customer focus and attention to detail
Desirable Criteria:
  • Previous experience in financial services
  • Certificate in Regulated Financial Services or equivalent qualifications
  • Experience using CURO