Part-Time Financial Services Professional
3 days ago
Artemis Recruitment Consultants Ltd is seeking an experienced Financial Planning Administrator to join their team. In this role, you will provide administrative support to financial advisers and mortgage advisors, ensuring the smooth operation of daily tasks and contributing to the growth of the company.
Key Responsibilities
Some of your key responsibilities will include:
1. Producing client portfolio valuations from various investment providers
2. Preparing quotations, application forms, and fund fact sheets for advisors prior to client meetings
3. Processing new business applications by submitting them to providers (online or post), updating client databases, and maintaining daybook records
4. Ensuring compliance requirements are met on all new business cases
5. Contributing to weekly chasing of new business cases and existing business enquiries
Requirements
To succeed in this role, you will need:
• Previous experience working in the financial services sector, preferably within investments or mortgage administration
• Excellent IT skills, including proficiency in MS Office (Excel, Word, Outlook, and Teams)
• Strong organizational and planning skills, with the ability to multitask
• Excellent interpersonal and communication skills
What We Offer
In return for your expertise and dedication, we offer a competitive salary of £25,000 - £30,000 per annum for a part-time role, ideally 3 days a week, as well as opportunities for professional growth and development in a dynamic team environment.
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