Financial Services Administrator
13 hours ago
We are seeking a skilled Private Client Administrator to join our team at Artemis Recruitment Consultants Ltd in Shepperton.
This role will be primarily office-based, with flexibility to work from home on occasion.
The Role:
- Providing administrative support and processing new business submissions to providers.
- Maintaining accurate client data on iO (Back-office system) and completing paperwork correctly.
- Preparing documentation for client meetings, including literature, illustrations, and forms from providers.
- Fostering effective relationships with external providers through email and telephone communication.
- Closing plans efficiently on iO and ensuring income expectations are entered accurately.
- Supporting the team, including holiday cover, and enhancing the client experience.
Requirements:
- A graduate degree relevant to this industry or one year's experience in the financial services sector, preferably in an administrative role for an independent whole-of-market IFA.
- Minimum one year's experience of Intelligent Office.
- Sound technical knowledge covering investments, pensions, protection for High Net Worth Individuals, Trusts, and Corporates, including the underwriting process.
- Familiarity with FCA rules and regulations.
- Excellent written and verbal communication skills.
Salary: £28,000 - £38,000 per annum
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