Financial Services Coordinator
1 month ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in the Liverpool area. As a key member of the financial advisory firm, you will play a crucial role in preparing and packaging financial planning reports for Advisers and their clients.
Key Responsibilities:
- Prepare and package financial planning reports for Financial Planners and their clients.
- Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources.
- Maintain accurate client information and record client interaction on the back office system.
- Assist with the annual review process of existing clients.
- Provide administrative support on company projects as required.
Candidate Requirements:
- Experience of working with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint.
- Excellent organisational skills and a flexible approach to getting the job done.
- Previous experience of working within financial services.
- Knowledge of the Financial Services Industry.
About the Role:
This is an exciting opportunity to join a dynamic financial advisory firm and contribute to the success of their expanding team. If you have a passion for financial services and excellent administrative skills, we encourage you to apply.
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