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Experienced Financial Administrator

2 months ago

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

We are seeking a highly skilled and organized Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing administrative support to our Financial Advisers, ensuring the smooth operation of our business.

Key Responsibilities:
  • Provide technical and administrative support to Financial Advisers, responding to client enquiries and liaising with third parties.
  • Issue letters of authority to providers and chase financial institutions for requested information.
  • Manage client records and databases, ensuring accurate and up-to-date information.
  • Maintain and update our CRM system, using it to effectively manage business workflow.
  • Decipher policy information and input it into our CRM system.
  • Onboard new clients to our company CRM and prepare client files for review meetings.
  • Provide regular status updates to clients regarding the status of transfers and withdrawals.
  • Complete illustrations and applications for new business and process new business through to completion.
  • Manage compliance requirements, ensuring new business and client files are fully compliant.
  • Maintain accurate computer records and manage company compliance records.
  • Manage the new SJP meeting review process and business pipeline.
  • Assist with marketing administration and other ad-hoc duties.
Requirements:
  • Previous experience within a Financial Planning role.
  • Must have a can-do attitude, be flexible and adaptable.
  • Exceptional attention to detail and excellent written English, numerate and analytical skills.
  • Strong organizational skills and ability to use own initiative and multitask.
  • Able to work additional hours when required.