Hybrid Working Financial Services Role
1 week ago
About the Opportunity
">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
">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
">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
">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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