Artemis Recruitment Consultant

3 weeks ago


Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

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

  1. Manage client portfolios, producing valuations and reports as required.
  2. Prepare documentation for advisor meetings, including quotations, application forms, and fund fact sheets.
  3. Process new business applications, submitting to providers and updating client databases.
  4. Generate Letters of Authority for new clients to service policies.
  5. 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)


  • Advisory Consultant

    3 weeks ago


    Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled Advisory Consultant to join our team at Artemis Recruitment Consultants Ltd in Burgess Hill. The successful candidate will enjoy a salary of approximately £50,000 - £70,000 per annum, depending on experience.The Advisory Consultant will be responsible for providing strategic guidance to clients, helping them navigate complex...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    **Company Overview:**Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in the financial services industry.


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Company OverviewWe are Artemis Recruitment Consultants Ltd, a leading recruitment agency in the financial sector.We are currently looking for a highly skilled Financial Planning Specialist to join our team.


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Mortgage Administrator Role OverviewArtemis Recruitment Consultants Ltd is seeking a skilled Mortgage Administrator to work in their Burgess Hill office. This part-time position requires 3 days of work per week, ideal for individuals looking to gain experience in mortgage administration.


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Overview:">We are seeking a highly skilled and motivated Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will play a critical role in supporting the Financial Planner in delivering high-quality financial planning services to clients. Your primary responsibilities will include conducting research and analysis,...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Overview:Our client, Artemis Recruitment Consultants Ltd, is a leading recruitment agency based in Burgess Hill. We are currently seeking an experienced Solicitor to join our team.The successful candidate will have a strong background in private client law, with experience in drafting wills, estate administration, lasting powers of attorney, court of...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job OverviewWe are seeking a Financial Planning Administrator to join Artemis Recruitment Consultants Ltd's team based near Burgess Hill. This part-time role is ideal for individuals with previous experience in wealth management or mortgages.Key Responsibilities:Produce client portfolio valuations from various investment providers.Process all new business...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking an experienced Solicitor to join their team in Burgess Hill. The ideal candidate will have at least 3-5 years PQE and a passion for client care.Job OverviewThe successful Solicitor will support private client work, including drafting Wills, Estate Administration, Lasting Powers of Attorney, Court of Protection,...

  • Financial Adviser

    2 weeks ago


    Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Burgess Hill.Job DescriptionThe successful candidate will have the opportunity to advise clients on their financial circumstances and objectives, managing client portfolios in accordance with their mandates, objectives, and the firm's investment proposition. Key...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About UsArtemis Recruitment Consultants Ltd is a professional recruitment agency dedicated to connecting talented individuals with exciting job opportunities.Job SummaryWe are currently seeking a highly skilled Finance Advisor to join our team near Burgess Hill.Key DutiesAssist financial planners and mortgage experts with their daily tasksProduce reports and...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Mortgage Support Specialist Job DescriptionWe are recruiting a Part-Time Mortgage Support Specialist to join our team at Artemis Recruitment Consultants Ltd in Burgess Hill. This role would suit an administrator looking to gain experience in the mortgage industry.Responsibilities:Assist advisors with technical research, report writing, and ensuring...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled Corporate Financial Services Assistant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity to develop your skills and experience in corporate finance and administration.Your main responsibilities will include supporting our financial advisers in the creation of financial reports, assessing client...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are excited to announce an opportunity for a Client Advice Specialist to join our team at Artemis Recruitment Consultants Ltd in Burgess Hill. This role comes with a salary of approximately £45,000 - £65,000 per year, commensurate with experience.The Client Advice Specialist will play a vital role in advising clients on financial matters, ensuring they...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are looking for an experienced Investment Portfolio Administrator to join our team at Artemis Recruitment Consultants Ltd. Based near Burgess Hill, you will work alongside financial advisers and mortgage advisers to deliver exceptional administrative support and build strong relationships with clients.Key qualifications for this role include:Prior...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Mortgage Administrator Job OpportunityAre you a highly organised and detail-focused individual looking for a challenging role? Our client, Artemis Recruitment Consultants Ltd, is hiring a Mortgage Administrator to join their team in Burgess Hill.To fully support the mortgage advisors with technical tasks such as research, report writing and system...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are currently seeking an experienced Administrative Finance Expert to join our team at Artemis Recruitment Consultants Ltd. As a key member of our administrative team, you will play a vital role in supporting our financial advisers and ensuring that all financial operations run smoothly.Your main responsibilities will include keeping accurate records of...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is currently recruiting for a Wealth Management Administrator to join their team near Burgess Hill. This is a great opportunity for an experienced professional to work closely with financial and mortgage advisers, develop strong relationships with clients, and ensure compliance with regulatory requirements.About the...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Mortgage Administrator Role OverviewThe Artemis Recruitment Consultants Ltd is seeking a skilled Mortgage Administrator to join their team in Burgess Hill. This position would be ideal for an experienced administrator looking to progress to a mortgage advisor or financial planner role.Key Responsibilities:To provide comprehensive technical support to...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. This is an excellent opportunity for a motivated individual to assist in the administration of financial services.The successful candidate will be responsible for maintaining close contact between clients and colleagues, retrieving new and historic...


  • Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job OverviewWe are looking for a Complaints Resolution Manager to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for resolving customer complaints in a timely and efficient manner.Key ResponsibilitiesComplaint Handling: Investigate and resolve customer complaints in accordance with regulatory...