Experienced Financial Administrator

1 month ago


Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Administrator - Burgess Hill

We are seeking a skilled Financial Administrator to join our team at Artemis Recruitment Consultants Ltd in Burgess Hill. As a Financial Administrator, you will play a crucial role in supporting our financial planning team.

Key Responsibilities:
  • Establish and maintain effective communication channels between clients, colleagues, and third parties.
  • Retrieve and manage new and historical information about individual clients.
  • Record and maintain accurate documentation of all verbal, written, and electronic communications.
  • Collaborate with financial advisers to gather information for financial report creation.
  • Assess client objectives to identify suitable solutions.
  • Prepare and present suitability letters to financial advisers, adhering to company policy and regulatory requirements.
  • Support additional needs of financial advisers, including acquiring information on business processes, tax, and other relevant fields.
  • Ensure compliance with Financial Conduct Authority regulations and stay up-to-date with industry developments.

This is an excellent opportunity to join a growing and established practice, working alongside a team of professionals in a dynamic and supportive environment.



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