Artemis Recruitment Consultant
3 weeks ago
About the Role
As a Financial Planning Administrator at Artemis Recruitment Consultants Ltd, you will be responsible for providing administrative support to financial advisers and mortgage advisers.
You will work closely with the team to grow and maintain relationships with clients, and ensure that all administrative tasks are completed efficiently and effectively.
Key Tasks
- Manage client portfolios, producing valuations and reports as required.
- Prepare documentation for advisor meetings, including quotations, application forms, and fund fact sheets.
- Process new business applications, submitting to providers and updating client databases.
- Generate Letters of Authority for new clients to service policies.
- Chase new business cases and existing business enquiries on a weekly basis.
What We Are Looking For
- Previous experience in the wealth management or mortgages sector.
- Strong communication and organisational skills.
- Ability to manage workload and meet deadlines.
- Experience in MS Office, including Excel, Word, Outlook, and Teams.
- Numerate and literate with knowledge of administrative processes, ideally in investments or finance.
Estimated Salary: £25-30k (pro-rata)
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