Financial Services Administrator
3 weeks ago
At Artemis Recruitment Consultants Ltd, we are seeking a highly skilled Financial Services Administrator to join our team. This is an exciting opportunity for a motivated individual to work in a dynamic environment and contribute to the success of our organization.
The estimated salary for this role is £25,500 - £28,000 per annum, depending on experience.
The ideal candidate will have a strong understanding of the financial planning process and be able to work within defined business processes. They will be responsible for assisting the Financial Advisers in preparing recommendations and producing suitability reports, as well as maintaining client records and data gathering.
The key skills required for this role include:
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Detailed and accurate
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Good report writing skills
- Ability to work independently and in a team
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Financial Services Administrator
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Financial Planning Administrator
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