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Financial Planning Coordinator
2 months ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Liverpool. As a key member of the financial advisory firm, you will play a crucial role in preparing and packaging financial planning reports for Advisers and their clients. Your responsibilities will include:
* 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 interaction on the back office system
* Assisting with the annual review process of existing clients
* Providing additional support on company projects as required
To be successful in this role, you will need:
* Experience working with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, or similar tools
* Excellent organisational skills, with a flexible and proactive approach to getting the job done
* Previous experience working within financial services
* Knowledge of the Financial Services Industry
If you are a motivated and detail-oriented individual with a passion for financial administration, we encourage you to apply for this exciting opportunity.