Financial Planning and Administration Position

3 weeks ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd are looking for a Wealth Management Administrator:

To join our team and take on this exciting role as a Wealth Management Administrator. We are seeking a highly organised and motivated individual who is able to provide administrative support to our Financial Planners and their clients.

The successful candidate will have experience of working with Microsoft Office products, including Word, Excel, Outlook and PowerPoint, or similar tools. They will also possess excellent organisational skills, a flexible and proactive approach to getting the job done.

About the Role:

This is an exciting opportunity to join Artemis Recruitment Consultants Ltd as a Wealth Management Administrator. The successful candidate will be responsible for preparing and packaging financial planning reports for Financial Planners and their clients.

Key Responsibilities:

  • Prepare and package financial planning reports for Financial Planners and their clients.
  • Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources.
  • Maintain accurate client information and record client interaction on the back office system.
  • Assist with the annual review process of existing clients.
  • Provide administrative support on company projects as and when required.

Salary: £45,000 - £65,000 per annum

Requirements:

  • Previous experience of working within financial services.
  • Experience of working in a small to medium sized financial services environment.
  • Knowledge of Financial Services Industry.
  • Excellent organisational skills and ability to work under pressure.


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