Financial Operations Coordinator

2 months ago


Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Administrator Job Description

About the Role:

We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a Financial Administrator, you will play a crucial role in supporting our financial advisory firm by preparing and packaging financial planning reports for our Advisers and their clients.

Key Responsibilities:

  1. Financial Planning Report Preparation: Prepare and package financial planning reports for the Financial Planners and their clients, ensuring accuracy and attention to detail.
  2. Policy Information Management: Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources, maintaining accurate records.
  3. Client Information Management: Maintain accurate client information and record client interaction on the back office system, ensuring seamless communication.
  4. Annual Review Support: Assist with the annual review process of existing clients, providing exceptional customer service.
  5. Ad-Hoc Support: Provide additional support on company projects as and when required, demonstrating flexibility and a proactive approach.

Candidate Requirements:

  1. Technical Skills: Experience of working with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, or similar tools.
  2. Organizational Skills: Excellent organizational skills, with a flexible and proactive approach to getting the job done.
  3. Financial Services Experience: Previous experience of working within financial services, with knowledge of the industry.
  4. Environment: Experience of working in a small to medium-sized financial services environment.


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