Financial Services Coordinator

3 days ago


Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description

Job Title: Financial Client Executive

Company: Artemis Recruitment Consultants Ltd

Job Type: Full-time

Industry: Financial Services

Location: Worthing

Job Summary

We are seeking an experienced Financial Client Executive to join our team at Artemis Recruitment Consultants Ltd. As a Financial Client Executive, you will provide administrative support to clients and senior members of staff, ensuring efficient and effective service delivery.

Key Responsibilities
  • Administrative Support: Provide administrative support to Financial Advisers, including arranging meetings, managing post, and administering client documentation.
  • Client Liaison: Liaise with clients, product providers, and partners to ensure seamless service delivery.
  • Documentation Management: Manage and finalize client documentation from start to finish, ensuring accuracy and compliance with regulations.
  • Investment Processing: Process investments, fund switches, and sales documentation within defined service level agreements.
  • Customer Service: Provide excellent customer service, responding to client queries and ensuring their needs are met.
  • Regulatory Compliance: Ensure adherence to FCA regulations, internal policies, and procedures at all times.
Requirements
  • Experience: Proven experience of working in an office environment, preferably in financial services.
  • Skills: Fully conversant in Microsoft Office, with strong Microsoft Excel skills.
  • Communication: Excellent communication skills, including digital communication.
  • Organizational: Organized and able to prioritize effectively.
  • Customer Focus: Strong customer focus, with a commitment to delivering excellent service.
Desirable Criteria
  • Financial Services Experience: Previous experience of working in financial services.
  • Regulatory Qualifications: Certificate in Regulated Financial Services or equivalent professional financial services qualifications.
  • CURO Experience: Experience of using CURO.


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