Independent Financial Administrator
1 week ago
Artemis Recruitment Consultants Ltd is seeking a talented Administrative Professional to join our team. This role offers a competitive salary of £31,250 per annum.
About the PositionIn this position, you will assist Financial Advisers in preparing recommendations and suitability reports, as well as maintaining client records and data gathering. Your key responsibilities will include:
- Collaborating with Financial Advisers to compile financial reports and identify areas for planning.
- Assisting in preparing suitability letters and reports for approval by the Financial Adviser.
- Providing support with administrative tasks, such as new business processing and income matching.
You will also be responsible for collecting and collating information about clients and ensuring all necessary documentation is present and correct.
Requirements- Excellent knowledge of the Financial Planning process.
- Able to work within defined business processes.
- Ability to acquire, update and apply new skills and knowledge.
The successful candidate will be a detail-oriented individual with strong analytical skills and ability to work independently and in a team.
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Financial Planning Assistant
1 week ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are looking for an experienced Independent Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will earn a salary of £33,000 per annum.About the JobIn this role, you will assist Financial Advisers in preparing recommendations and suitability reports, as well as maintaining client records and data...
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Administrative Professional
1 week ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Assistant to join our team. This role offers a competitive salary of £32,500 per annum.About the RoleIn this position, you will work closely with Financial Advisers to prepare recommendations and suitability reports in line with company policy. Your responsibilities will...
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Business Development Officer
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Senior Administrative Assistant
3 days ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeKey ResponsibilitiesAssist financial advisers in preparing recommendations and suitability reportsCollate client information and data according to 'know your client' principles and company policyPrepare suitability letters and reports for approval by financial advisersRequirementsExcellent communication and interpersonal skillsAble to work effectively in a...
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Wealth Management Relationship Professional
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IFA Operations Specialist
3 days ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionThis is an exciting role for a skilled IFA Operations Specialist to support our financial advisers in delivering high-quality services to clients. The ideal candidate will have a strong understanding of the financial planning process and be able to work independently with minimal supervision.
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Executive Team Leader
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Senior Wealth Management Assistant
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