Administrative Assistant

2 days ago


Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

About the Role

We are seeking an experienced administrative assistant to support our financial services team. As an IFA administrator, you will assist in preparing recommendations and producing suitability reports.

Responsibilities:

  1. Maintain client records and gather data as required
  2. Submit application forms and communicate with clients
  3. Assist in identifying areas for planning and sourcing solutions suitable to meet client needs and objectives
  4. Prepare suitability letters and reports for approval by the financial adviser
  5. Support administrative functions such as new business processing and income matching

Requirements:

  • Understanding of the financial planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Detailed and accurate
  • Articulate
  • Excellent interpersonal skills, both written and verbal
  • Ability to multitask and prioritise effectively
  • Good report writing skills
  • Ability to work independently and in a team

Salary: £30,000 - £35,000 per annum



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