Financial Administrator
1 month ago
We are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our clients and ensuring the smooth operation of our financial services.
Key Responsibilities:
- Manage client information and progress logging in our Concert database
- Extract critical information from report run formats and platforms
- Utilize MS Excel to analyze and present data
- Liaise with providers and team members to ensure seamless communication
- Manage client financials, including ISA's, investment, and retirement accounts
- Respond to client enquiries and requests for information
- Ensure compliance with regulatory standards under Openwork and the FCA
- Communicate with clients, providers, and other parties to progress client casework
- Gather and process plan information from providers
- Produce MS Excel spreadsheets with client plan information
- Prepare meeting packs for new clients and client reviews
- Answer calls and respond to inbound enquiries
- Support marketing activities and initiatives
- Scan client files and critical information
Person Specification:
- Attention to detail and eagerness to learn
- Positive attitude and ability to prioritize tasks
- Desire to change, grow, and improve
- High personal integrity and solution-driven approach
- Ability to follow instruction and accept feedback
- Flexible and receptive to changing priorities
- Naturally helps others and has a strong work ethic
- Good sense of humour and friendly disposition
- Takes pride in getting it 100% right
Knowledge & Skills:
- Numerate and able to tackle numerical tasks with logic
- Intermediate to advanced knowledge of MS Excel
- Proficient to intermediate knowledge of MS Word, Outlook
- Ability to check your own work for inaccuracies and inconsistencies
- Professional, warm, and friendly communication skills
- Hospitable, welcoming, and thoughtful towards all visitors
- Willingness to ask questions, raise concerns, and ask for help
- Career and salary progression expected
- Experience within financial services administration, IFA, or provider side
- Desire to build knowledge and gain relevant qualifications
- A passion to develop a career within the financial services industry
-
Financial Planning Assistant
1 day ago
Gerrards Cross, Buckinghamshire, United Kingdom Financial Divisions Full time**About Financial Divisions**Wealth management is a key service offering for our client, a boutique financial planning practice with a strong presence in South Buckinghamshire. For over 20 years, they have been providing high-quality financial advice to their private clients, a diverse group of business professionals, retirees, accumulators, and families....
-
Financial Administrator
1 month ago
Gerrards Cross, Buckinghamshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Managing Director/Principal Adviser, ensuring the smooth operation of our business activities.Key...
-
Financial Administrator
1 month ago
Gerrards Cross, Buckinghamshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Managing Director/Principal Adviser, ensuring the smooth operation of our business activities.Key...
-
Financial Administrator
2 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our clients in the financial services industry.Key Responsibilities:Manage client databases and provide accurate and...
-
Financial Administrator
2 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our clients in the financial services industry.Key Responsibilities:Manage client databases and provide accurate and...
-
Financial Administrator
1 month ago
Gerrards Cross, Buckinghamshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Managing Director/Principal Adviser, ensuring the smooth operation of our business activities.Key...
-
Financial Administrator
1 month ago
Gerrards Cross, Buckinghamshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Managing Director/Principal Adviser, ensuring the smooth operation of our business activities.Key...
-
Financial Services Professional
1 month ago
Gerrards Cross, Buckinghamshire, United Kingdom Salisbury Financial Services Full timeJoin Our Team of Experienced Financial AdvisersWe are seeking a highly skilled and motivated Financial Adviser to join our team at Salisbury Financial Services. As a well-established financial services company, we prioritize building long-term relationships with clients by providing tailored financial solutions.About the RoleWe are looking for an experienced...
-
Financial Services Professional
1 month ago
Gerrards Cross, Buckinghamshire, United Kingdom Salisbury Financial Services Full timeJoin Our Team of Experienced Financial AdvisersWe are seeking a highly skilled and motivated Financial Adviser to join our team at Salisbury Financial Services. As a well-established financial services company, we prioritize building long-term relationships with clients by providing tailored financial solutions.About the RoleWe are looking for an experienced...
-
Financial Planning Administrator
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time{"title": "Financial Planning Administrator", "content": "We are seeking a highly skilled Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning team, ensuring the efficient and accurate processing of business and delivering a...
-
Financial Planning Administrator
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time{"title": "Financial Planning Administrator", "content": "We are seeking a highly skilled Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning team, ensuring the efficient and accurate processing of business and delivering a...
-
Financial Planning Administrator
1 month ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Gerrards Cross.Key Responsibilities:Efficiently process business and deliver a first-class service to...
-
Financial Planning Administrator
1 month ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Gerrards Cross.Key Responsibilities:Efficiently process business and deliver a first-class service to...
-
Financial Planning Administrator
4 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Gerrards Cross.Key Responsibilities:Efficiently process business and deliver a first-class service to...
-
Financial Planning Administrator
4 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Gerrards Cross.Key Responsibilities:Efficiently process business and deliver a first-class service to...
-
Financial Services Administrator
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full timeIFA AdministratorCompetitive Salary: £28,000 - £32,000 (negotiable)Full Time, Permanent OpportunityOur client, a well-established financial services company, is seeking a confident and experienced IFA Administrator/Adviser Support to provide pre- and post-advice support to their advisers, paraplanner, and other team members.About the RoleAs an IFA...
-
Financial Services Administrator
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full timeIFA AdministratorCompetitive Salary: £28,000 - £32,000 (negotiable)Full Time, Permanent OpportunityOur client, a well-established financial services company, is seeking a confident and experienced IFA Administrator/Adviser Support to provide pre- and post-advice support to their advisers, paraplanner, and other team members.About the RoleAs an IFA...
-
Financial Planning Administrator
1 week ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking an experienced Financial Planning Administrator to join our team in Gerrards Cross. This role offers flexible home working 4 days a week.The successful candidate will provide first-class support to our Financial Planning team, ensuring the smooth running of administrative functions within the business.Key Responsibilities:Supporting the...
-
Financial Planning Administrator
2 months ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeAbout Blakemore RecruitmentWe are a leading recruitment agency specializing in placing top talent in the financial services industry.Job SummaryWe are seeking an experienced Financial Planning Administrator to join our client's team in Gerrards Cross. As an IFA Administrator, you will provide first-class support to the Financial Planning team, ensuring the...
-
Financial Planning Administrator
5 days ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking an experienced Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for the efficient and accurate processing of business and delivering a first-class service to our clients.The ideal candidate will have a minimum of 2 years of experience working with high net worth UK...
