Financial Services Coordinator

2 days ago


Tring, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

As a Financial Services Coordinator at Artemis Recruitment Consultants Ltd, you will assist experienced Financial Advisers in preparing recommendations and producing suitability reports. This role requires collaboration with colleagues to gather information, prepare client records, and ensure compliance with company policy. A key aspect of this position is communicating with clients in clear and concise English, while also maintaining accurate records of all interactions.

Your primary responsibilities will include collecting and collating data about clients, identifying areas for planning, and sourcing solutions to meet their needs. You will work closely with Financial Advisers to discuss client objectives, prepare financial reports, and provide analysis of product details. Additionally, you may be required to assist with administrative tasks such as new business processing, income matching, and management information.

To succeed in this role, you should have a strong understanding of the Financial Planning process and be able to achieve agreed outcomes without supervision. Excellent report writing skills are essential, as well as the ability to maintain good working relationships in a delivery-focused environment. We estimate the salary for this position to be around £28,000 - £35,000 per annum.



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