Senior Financial Coordinator

1 month ago


Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Administrator Role

We are seeking a skilled Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing administrative support to our financial services team.

Key Responsibilities:
  • Collect and collate information and data about clients, ensuring compliance with company policy and regulatory requirements.
  • Work closely with financial advisers to discuss client objectives, identify necessary information, and compile financial reports.
  • Assist in identifying areas for planning and sourcing solutions to meet client needs and objectives.
  • Obtain information, quotes, and product details, and provide comparisons for analysis.
  • Prepare suitability letters and reports for approval by financial advisers, and prepare associated documentation as required.
  • Provide administrative support with tasks such as new business processing, income matching, and collating management information.
Requirements:
  • 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 report writing skills.
  • Ability to work independently and in a team.
Knowledge & Experience:
  • Experience of maintaining good working relationships in the delivery of financial advice services or similar environment.
  • Ability to assess information, make comparisons, and identify critical features.
  • Ability to acquire, update, and apply new skills and knowledge.
  • Set own goals and want to deliver agreed targets.
  • Retaining supporting records for review.


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