Financial Services Administrator

2 days ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Services Administrator Role:

The Artemis Recruitment Consultants Ltd is seeking a skilled Financial Services Administrator to support an IFA with various administrative tasks. This full-time role is based near Dorking and involves using different CRM systems and platforms (including Intelligent Office) efficiently. You will be responsible for maintaining accurate client data, ensuring fully compliant files, and producing client valuations in readiness for annual reviews.

We are looking for an experienced individual with 5-10 years of experience in Financial Services, preferably obtained in a life and pensions environment. Strong communication skills and the ability to work well in a team are essential for this role. A salary of £45,000 - £55,000 per annum reflects the company's commitment to attracting top talent in the industry. Hybrid working options are available after a 6-month probationary period.

  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Overview:Artemis Recruitment Consultants Ltd is seeking an experienced Administrative Support Specialist (Financial Services) to join our client's SJP Practice in Dorking. The successful candidate will provide high-level administrative support to Financial Advisers, ensuring the smooth running of daily operations and contributing to the growth and...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking an experienced Financial Administrator to join our client's SJP Practice based in Dorking. This role involves supporting Financial Advisers with administration, including business processing, financial administration, and client liaison.The successful candidate will have a strong ability to multitask, use their...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Financial Services CoordinatorWe are seeking an experienced Financial Services Coordinator to support one IFA with all areas of administration, including business processing, financial administration, and client liaison.The ideal candidate will have a strong background in administration and customer service, with experience working in a life and...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Description:Financial Administrator - Business SupportSalary: £30,000 - £40,000 per annumAbout the Role:We are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. As a key member of the team, you will provide high-level technical and administrative support to Financial Advisers with all areas of administration,...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Role SummaryWe are seeking an experienced administrative assistant to join our team at Artemis Recruitment Consultants Ltd. As a Junior Financial Advisor, you will be responsible for providing support to our financial advisors in preparing recommendations and producing suitability reports. You will also maintain accurate client records, gather data, and...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleWe are seeking an experienced administrative professional to fill the position of Administrative Support Specialist. As an Administrative Support Specialist, you will be responsible for providing administrative support to one IFA, including business processing, financial administration, and client liaison.The ideal candidate will have a strong...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Services Specialist to join their team in Dorking.About the RoleThe ideal candidate will have excellent communication skills and the ability to advise clients on financial matters.We are offering a competitive salary of £45,000 - £60,000 per annum, depending on experience.Key...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a talented Financial Services Manager to join our team. As a key player in our financial services department, you will be responsible for providing financial planning solutions to clients and prospective clients.About the Role:This role involves meeting with clients and prospective clients to discuss their...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Opportunity: Financial Services DirectorWe are excited to offer a unique opportunity for a talented Financial Services Director to join our client's advisory team in Dorking. The successful candidate will be responsible for leading the team and driving the growth and success of this well-established wealth advisory firm.The ideal candidate will have a...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job OverviewIn this role as a Financial Services Assistant at Artemis Recruitment Consultants Ltd, you will be supporting experienced financial advisors in preparing recommendations and producing suitability reports. Your responsibilities will include maintaining accurate client records, gathering data, and preparing application forms.The successful...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are looking for a skilled Administrative Support Professional to join our team at Artemis Recruitment Consultants Ltd. The ideal candidate will have experience in a Financial Planning role and be proficient in using CRM systems, including Salesforce.This role involves providing administrative support to Financial Advisers, including business processing,...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Summary:We are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. The successful candidate will provide high-level technical and administrative support to Financial Advisers, including business processing, financial administration, and client liaison.Key Responsibilities:Support Financial Advisers with all...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title:Senior Financial Operations CoordinatorSalary: £28,000 - £38,000 per annumAbout the Role:We are seeking an experienced Senior Financial Operations Coordinator to join our client's SJP Practice in Dorking. As a key member of the team, you will provide high-level technical and administrative support to Financial Advisers with all areas of...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    **Head of Financial Advice - Dorking Opportunity**We are seeking an accomplished Head of Financial Advice to drive the growth of a well-established wealth advisory firm based in Dorking. Reporting into the Managing Director, you will provide leadership across the Adviser team and develop a people-centric culture to ensure good outcomes for clients and...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleWe are currently seeking a talented financial planning paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will play a crucial role in delivering exceptional client service and supporting the growth of our business.Key ResponsibilitiesDevelop and maintain strong relationships with clients to...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Company OverviewArtemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services placements. We pride ourselves on delivering exceptional service and building long-term relationships with our clients and candidates.Job DescriptionWe are seeking a skilled Financial Services Paraplanner Manager to join our team. The...


  • Dorking, Surrey, United Kingdom NHS Property Services Ltd Full time

    At NHS Property Services Ltd, we are seeking a highly skilled and experienced Support Services Team Leader to join our team.The ideal candidate will possess strong leadership skills, excellent communication abilities, and a deep understanding of facilities management principles. As a Support Services Team Leader, you will be responsible for supervising a...


  • Dorking, Surrey, United Kingdom Tate Full time

    Join Tate's finance team as a Financial Operations Specialist and take on a challenging role that will see you support UK businesses' accounting needs within our centralised EMEA function.Your key responsibilities will include ensuring smooth financial operations through accurate and timely posting of journal entries, preparation of financial statements, and...


  • Dorking, Surrey, United Kingdom Specialist Recruit Full time

    Job Summary"As a Property Management Coordinator, you will be responsible for supporting the block management team in residential developments and estates. This role involves managing property transitions, key management, handovers, and documentation.">Key Responsibilities">Manage property-related insurance administration, including buildings, D&O,...


  • Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job OverviewWe are seeking a highly skilled Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for an experienced professional to take their career to the next level.About the RoleThis role involves preparing recommendations and producing suitability reports in line with company policy. You will be...