Financial Planning Expert
2 weeks ago
We are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. This office-based role requires a high level of technical and administrative support, with excellent written English, numerate and analytical skills.
Key Responsibilities:
- Provide high-level technical and administrative support, responding to client enquiries and liaising with third parties as required
- Issuing letters of authority (LOAs) to providers and chasing financial institutions for requested information
- Telephone liaison with Administration Centres and Paraplanners, drafting and proof-reading documents, including client correspondence and presentations
- Maintaining and accurately updating the CRM, using it to effectively manage the business workflow
- Deciphering policy information and inputting into the company CRM, onboarding new clients to our company CRM
- Preparing client files for review meetings and providing regular status updates to clients regarding transfers, withdrawals, and other activities
- Completing illustrations and applications for new business, processing New Business and chasing through to completion
- Managing compliance requirements, maintaining accurate computer records, and managing company compliance records
Required Skills and Qualifications:
- Previous experience within a Financial Planning role, with a can-do attitude and flexibility
- Exceptional attention to detail, excellent written English, numerate and analytical skills
- Strong organisational skills, ability to use own initiative and multitask, with a willingness to work additional hours when required
Benefits:
- A competitive salary of £25,000 - £30,000 per annum, depending on experience
- The opportunity to work in a dynamic and supportive team environment
- Ongoing training and development opportunities
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