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Financial Services Coordinator

2 months ago

Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Services Administrator

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd.

Key Responsibilities:
  1. Provide administrative support to the financial services team, including answering incoming calls and directing calls appropriately
  2. Process applications, letters of authority, and requests for information with accuracy and efficiency
  3. Manage the processing of all new business, ensuring timely completion and quality control
  4. Database completion of all new business, maintaining up-to-date records and reports
  5. Produce portfolio reports and other client information as requested, utilizing strong analytical and communication skills
  6. Manage client appointments in the financial adviser's diary, including travel arrangements where necessary
  7. Receive, scan, and allocate incoming post, maintaining a high level of organization and attention to detail

As a Financial Services Administrator, you will have the opportunity to develop your skills and knowledge in financial services, working closely with the team to achieve business objectives.

Requirements:
  1. Three years' experience of admin support in a financial services company is essential
  2. Good understanding of ISAs, GIAs, and Pensions (both DB and DC)
  3. Self-starter who is used to working under their own initiative
  4. Methodical and works with attention to detail
  5. Strong communicator in verbal and written form
  6. Flexible and keen to assist others in the team
  7. Proficient in Excel, Word, Outlook
  8. Experience of using Client Assyst or similar CRM system