Administrative Finance Expert
1 month ago
We are currently seeking an experienced Administrative Finance Expert to join our team at Artemis Recruitment Consultants Ltd. As a key member of our administrative team, you will play a vital role in supporting our financial advisers and ensuring that all financial operations run smoothly.
Your main responsibilities will include keeping accurate records of client interactions, communicating with clients and colleagues to gather information, and providing administrative support to our financial advisers.
One of the most important aspects of this role will be assessing client objectives and identifying suitable solutions. You will also be responsible for creating and presenting suitability letters to financial advisers and supporting their needs as required.
To be successful in this role, you will need to have excellent organizational skills, a keen eye for detail, and the ability to communicate effectively with clients and colleagues.
The estimated salary for this position is £30,000 per annum.
We are looking for a highly motivated and organized individual who is passionate about finance and administration.
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