Hybrid Working Financial Services Role

1 week ago


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

About the Opportunity

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We are excited to offer a hybrid working Finance Coordinator role, providing a unique blend of flexibility and structure. This position comes with a competitive salary of £35,000 - £40,000 per annum, depending on experience, plus benefits and progression opportunities.

Key Responsibilities

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The successful candidate will be responsible for:

  • Preparing and packaging financial planning reports for financial planners and their clients.
  • Obtaining policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources.
  • Maintaining accurate client information and recording client interactions on the back-office system.
  • Assisting with the annual review process of existing clients.
  • Providing support on company projects as required.

Requirements

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To succeed in this role, you will need:

  • Experience of working with Microsoft Office products, including Word, Excel, Outlook and PowerPoint.
  • Excellent organisational skills and a flexible, proactive approach to getting the job done.
  • Previous experience of working within financial services.
  • Knowledge of the Financial Services Industry.

About Us

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Artemis Recruitment Consultants Ltd is a leading recruitment agency, specialising in the financial services sector. We pride ourselves on our commitment to delivering exceptional results and building lasting relationships with our clients and candidates.



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