Experienced Financial Administrator

6 days ago

Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Administrator Job Overview

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Brighton. As a key member of the practice, you will play a vital role in supporting financial advisers and clients.

Key Responsibilities:
  • Establish and maintain effective communication channels between clients and colleagues.
  • Retrieve and manage new and historical information about individual clients.
  • Record and maintain accurate documentation of all verbal, written, and electronic communications.
  • Collaborate with financial advisers to gather information for financial report creation.
  • Assess client objectives to identify tailored solutions.
  • Prepare and present suitability letters to financial advisers, adhering to company policy and regulatory requirements.
  • Support additional client needs by acquiring information on business processes, tax, and other relevant fields.
  • Ensure compliance with Financial Conduct Authority regulations and stay up-to-date with industry developments.

This is an excellent opportunity to join a growing practice and work alongside a team of professionals in a dynamic and supportive environment.

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