Independent Financial Administrator

1 week ago


Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

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 Position

In 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:

  1. Collaborating with Financial Advisers to compile financial reports and identify areas for planning.
  2. Assisting in preparing suitability letters and reports for approval by the Financial Adviser.
  3. 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.



  • Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We 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...


  • Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis 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...


  • Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Career PotentialAt Exchange Street Claims & Financial Services, we're committed to helping our staff grow and develop in their roles. That's why we're looking for a skilled Senior Administrator to join our team.You'll work closely with our financial planners, honing your technical skills and working on a diverse range of cases. Our team is...


  • Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Key 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...


  • Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Are you a highly organized and detail-oriented individual looking for a challenging role in Wealth Management? We are seeking a Wealth Management Relationship Professional to join our client's SJP firm in Berkswell, offering a competitive salary of £23k - £30k.Job Description:Collaborate with Financial Advisers: Work closely with Financial Advisers and...


  • Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job 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.

  • Executive Team Leader

    4 weeks ago


    Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job SummaryWe are seeking a highly skilled and experienced Executive Team Leader to lead our Wealth Management team in Berkswell. As a key member of our team, you will be responsible for overseeing the administrative support, maintaining existing business, and growing new client relationships.Key ResponsibilitiesTeam Management: Ensure your team completes...


  • Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled Senior Wealth Management Assistant to join our client's SJP firm in Berkswell. This role offers a competitive salary of £23k - £30k and provides an exciting opportunity to work collaboratively with Financial Advisers and other colleagues.Key Responsibilities:Task Management: Provide management of delegated tasks, deadlines, and...


  • Ashbourne, Derbyshire, United Kingdom Pilgrims Europe Full time

    Job DescriptionDue to the expansion of our site in Ashbourne, we have an exciting opportunity for a Manufacturing Operations Manager. As part of our team, you will play a vital role in driving business growth and improving operational efficiency.We are passionate about our people and strive to create a work environment where everyone feels valued and...

  • Administrator

    6 months ago


    Ashbourne, United Kingdom Recruit UK Full time

    **Job Title: Administrator** **Industry: Financial Services** **Location: Derby** **Salary: £20,000- £22,000** **Job reference: 8220** Looking to kickstart your career? Recruit UK are working with a wealth management firm on the outskirts of Derby to bring on an Administrator. If you are looking for a long-term career in financial planning and want...

  • Senior Administrator

    4 months ago


    Ashbourne, United Kingdom Exchange Street Claims & Financial Services Full time

    Why do people leave jobs?Well according to a report from LinkedIn there are 5 main reasons.One was money, obviously. One was greater flexibility about where you work and when. The other three were all variations on "To learn and grow".Their conclusion? "People who aren't learning will leave".And that sums things up for you. You don't mind your job or your...

  • Finance Administrator

    6 months ago


    Ashbourne, United Kingdom H2 Consultancy (MIDLANDS) Full time

    Location: Ashbourne Work Type: Permanent Category: Finance **Salary**: £23000 Per Year **Finance Administrator** *** Are you an Accounts Assistant or Finance Administrator passionate about numbers and administration with meticulous attention to detail? If you have answered YES to the above, then DIVE IN for more information Working for a logistics and...


  • Ashbourne CP, United Kingdom Exchange Street Claims ltd Full time

    Are you looking to develop your skills and take the next step in your administrative career? We have an exciting opportunity for a Financial Planner Assistant to join our team at Exchange Street Claims Ltd.About the RoleIn this role, you will work closely with our financial planners to process new business and prepare client meeting packs. With a minimum of...


  • Ashbourne CP, United Kingdom Exchange Street Claims ltd Full time

    We're seeking a skilled Administrative Support Professional to join our team at Exchange Street Claims Ltd. As a key member of our team, you'll play a crucial role in supporting our financial planners and contributing to the success of our business.About the JobYour primary responsibility will be to process new business and prepare client meeting packs,...


  • Ashbourne, United Kingdom Your Resourcing Partner Full time

    We are recruiting for a full-time **Client Support Specialist / Wealth Management Administrator** for a very successful wealth management company based in Brailsford, Derby. This role is immediately available on a permanent full time basis. **Role overview** Working within one of the largest and most successful wealth management practices in the East...

  • Purchase Ledger Clerk

    8 months ago


    Ashbourne, United Kingdom Mastermover Full time

    **Company**: MasterMover MasterMover is a global leader in the design and manufacturing of electric tug solutions, revolutionising material handling across various industries. We are dedicated to enhancing workplace safety and efficiency with our innovative products. As we continue to grow, we are seeking a detail-oriented and dedicated Purchase Ledger...

  • School Cleaner

    6 months ago


    Ashbourne, United Kingdom Bowdraper Ltd. Full time

    Reliable School Cleaner Location: Ashbourne (Osmaston School DE6 1LW)) Pay: £11.95 per hour Contract: Permanent Shift Time: Monday to Friday 3pm-6.30 pm Monday to Friday 17.5 hr week **Tasks**: - General office cleaning - Toilet cleaning - Kitchen/Canteen cleaning Other Information: Call: Jonathan 07976304810 Why us? - CONTRACT: As an independent,...


  • Ashbourne CP, United Kingdom Exchange Street Claims ltd Full time

    Do you want to take your administrative career to the next level? We have an exciting opportunity for a Claims Processing Specialist to join our team at Exchange Street Claims Ltd.About the RoleIn this role, you will work closely with our financial planners to process new business and prepare client meeting packs. With a strong team ethos and a minimum of...

  • Sales Negotiator

    6 months ago


    Ashbourne, United Kingdom The Recruitment Group Full time

    **Sales Negotiator** **Salary up to £ 22,500 CommissioN** **Ashbourne** **Sales/ estate agency / Property / Negotiator/ DE6** The Recruitment Group is working with an award-winning Independent Midlands-based estate agent who is looking for Sales Negotiator to join their Ashby de la Zouch team. **Purpose of the Sales Negotiator role**: Achieve and...

  • Pharmacy Dispenser

    7 months ago


    Ashbourne, United Kingdom Boots Full time

    Summary Job Reference: 231688BR - Job Reference: 2 3 1 6 8 8 B R Ashbourne, St John Street Permanent 37.5 Hours **The hourly rate for this role is £12.69 and up to £14.05 across selected locations within London.** **The importance of your role.** Exceptional patient-centred care is at the heart of everything we do and as a Pharmacy Dispenser you’ll...

  • Sales Negotiator

    6 months ago


    Ashbourne, United Kingdom The Recruitment Group Full time

    **Sales Negotiator** **Salary up to £ 22,500 CommissioN** **Ashbourne** **Sales/ estate agency / Property / Negotiator/ DE6** The Recruitment Group is working with an award-winning Independent Midlands-based estate agent who is looking for a Sales Negotiator to join their Ashbourne team. **Purpose of the Sales Negotiator role**: Achieve and exceed team...

  • Medical Secretary

    4 weeks ago


    Ashbourne, United Kingdom University Hospitals of Derby and Burton NHS Foundation Trust Full time

    Job summary To provide an efficient medical secretarial service to the clinicians and their team in respect of NHS work To work flexibly with or alongside medical secretarial staff, clinicians, health records staff and other teams when required. St Oswald's Hospital is a community hospital based in Ashbourne and forms part of University Hospitals of...

  • Lead Ranger

    6 months ago


    Ashbourne, United Kingdom National Trust Full time

    We're looking for a dynamic and experienced countryside professional to lead on the delivery of our nature and climate strategy in the White Peak. We're developing our vision for nature so it's a great time for you to join us. You'll be supported by property and consultancy colleagues including a Woodland Project Manager, Ecologist, Farming Advisor and...


  • Ashbourne, United Kingdom National Trust Full time

    Do you have a passion for helping people connect to nature and heritage? Do you enjoy programming events and developing memorable experiences for visitors? We’d love you to bring your skills of creativity and organisation to the biggest conservation charity in Europe. With engaging stories to tell and inspiring nature on our doorstep, there’s always...


  • Ashbourne, United Kingdom Boots Full time

    Summary Job Reference: 233014BR - Job Reference: 2 3 3 0 1 4 B R Ashbourne, St John Street Permanent 37.5 Hours **The hourly rate for this role is £12.00 and up to £13.15 across selected locations within London. The hourly rate will increase after 6 months in role.** No previous experience is required, and full training will be provided. **The...


  • Ashbourne, United Kingdom Practice Plus Group Full time

    Job summary UNLOCK YOUR BEST WORK LIFE + MAKE A DIFFERENCE TO EVERY LIFE We have an exciting opportunity for a Bank General Practitioner to join our Healthcare team team at HMP Sudbury a category D prison near Ashbourne in Derbyshire. This prison supports around 600 male patients, many of whom have complex physical health and low level...