Financial Services Coordinator

1 month ago


Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Administrator - Liverpool

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:

  1. Prepare and package financial planning reports for Financial Planners and their clients.
  2. Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources.
  3. Maintain accurate client information and record client interaction on the back office system.
  4. Assist with the annual review process of existing clients.
  5. Provide administrative support on company projects as required.

Candidate Requirements:

  1. Experience of working with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint.
  2. Excellent organisational skills and a flexible approach to getting the job done.
  3. Previous experience of working within financial services.
  4. 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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