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Financial Administrator Assistant

2 months ago

Rainham, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
{"Key Responsibilities": "

As a key member of our team at Artemis Recruitment Consultants Ltd, you will play a vital role in supporting our Financial Advisers in delivering exceptional financial advice services to our clients.

Key Responsibilities:

  • \t
  • Provide administrative support to Financial Advisers in preparing recommendations and producing suitability reports. \t
  • Assist in maintaining client records, data gathering, and application form preparation and submission. \t
  • Communicate effectively with clients and other parties, recording all client communications in line with company policy. \t
  • Collate and analyze information to identify client needs and objectives. \t
  • Liaise with product providers and third parties to acquire necessary information. \t
  • Assist in identifying areas for planning and sourcing solutions suitable to meet client needs. \t
  • Prepare suitability letters and reports for approval by Financial Advisers. \t
  • Support administrative functions, such as new business processing and income matching.

Key Skills:

  • \t
  • Understanding of the Financial Planning process. \t
  • Able to work within defined business processes. \t
  • Ability to achieve agreed outcomes without supervision. \t
  • Prioritise and plan own workload. \t
  • Detailed and accurate. \t
  • Articulate. \t
  • Excellent interpersonal skills. \t
  • Ability to multitask and prioritise effectively. \t
  • Good IT skills. \t
  • Good report writing skills. \t
  • Ability to work independently and in a team.

Knowledge & Experience:

  • \t
  • Experience of maintaining good working relationships in the delivery of financial advice services. \t
  • Ability to assess information, make comparisons, and identify critical features. \t
  • Ability to acquire, update, and apply new skills and knowledge. \t
  • Set own goals and want to deliver agreed targets. \t
  • Retaining supporting records for review.

This is a full-time or part-time role, requiring a minimum of 4 days per week in the office. If you are interested in this position, please send a copy of your CV to Sam at Artemis Recruitment Consultants Ltd.

"}