Financial Services Administrator

6 days ago


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

Artemis Recruitment Consultants Ltd is seeking an experienced Financial Services Administrator to provide efficient administrative support to clients and senior members of staff in Worthing. The ideal candidate will have a proven track record of working in an office environment, preferably in financial services.

The salary for this role is approximately £25,000 - £28,000 per annum, depending on experience.

Key Responsibilities:

  • Arrange team meetings, client meetings, and appointments
  • Manage the post for the Adviser team
  • Administer new client pensions, investment, and risk contracts
  • Liaise with product providers and partners
  • Manage and finalise client documentation from start to finish
  • Coordinate annual client reviews, including production of valuations
  • Process investments, fund switches, and sales documentation within defined service level agreements
  • Review and complete investment transactions, ensuring accuracy in line with original instructions
  • Deal with client queries
  • Maintain the back-office system up-to-date

Requirements:

  • Experience working in an office environment, preferably in financial services
  • Fully conversant in Microsoft Office
  • Proven Microsoft Excel skills
  • Strong communication skills, including digital communication
  • Methodical and organised approach
  • Prioritisation skills
  • Customer-focused mindset

Benefits:

  • Opportunities for training and professional development


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