Senior Administrative Support Specialist

21 hours ago


Northampton, Northamptonshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Administrative Assistant Wanted

Artemis Recruitment Consultants Ltd is looking for a skilled Financial Administrator to support their expanding team. As a key member of the team, you will contribute to the success of the company by providing exceptional administrative support.

About the Job

  • Managing client information on Salesforce
  • Creating client meeting packs and sign-up forms
  • Assisting with the preparation of annual review packs for advisors
  • Handling post, phone enquiries, and emails in a professional manner
  • Liaising with clients, third parties, and advisers via email and telephone
  • Reviewing pension or investment information for compliance purposes
  • Completing suitability letter reports
  • Compiling cash flow forecasting reports for client meetings
  • Collaborating with the paraplanning team on technical queries
  • Supporting advisers in preparing for client meetings

What We're Looking For

  • Previous experience in administration, preferably within a Financial Services firm
  • Strong attention to detail and proofreading skills
  • Intermediate level Microsoft Suite – Outlook, Office, Word, and Excel
  • Excellent communication and organizational skills
  • A driven individual focused on delivering exceptional client service

About the Location

The role is based near Leicester, with easy access to public transportation links. This location offers a great balance between work and personal life.

About the Salary

The estimated salary for this role is £35,000 - £45,000 per annum, depending on experience.



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