Senior Financial Coordinator

4 weeks ago


Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to join their team in Brighton. The ideal candidate will have excellent communication skills and be able to work closely with clients and colleagues to retrieve and record information.

Key Responsibilities:
  • Establish and maintain strong relationships with clients and colleagues
  • Retrieve and record information about clients, including verbal, written, and electronic communication
  • Support financial advisers in creating financial reports and assessing client objectives
  • Develop and present suitability letters to financial advisers, ensuring compliance with company policy and regulations
  • Provide additional support to financial advisers, including research and data analysis
  • Ensure all duties are carried out in accordance with the Financial Conduct Authority's rules and regulations

This is an excellent opportunity for a motivated and organized individual to join a growing and established practice.



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