Senior Financial Services Administrator
18 hours ago
Artemis Recruitment Consultants Ltd is seeking a highly organized and detail-focused Wealth Management Administrator to join their team in Farnborough.
The successful candidate will have experience of working with Microsoft Office products, excellent organizational skills and a proactive approach to getting the job done.
Key responsibilities include preparing and packaging financial planning reports, liaising with product providers and maintaining accurate client information.
The ideal candidate will have previous experience of working in a similar role, preferably within the financial services sector. A salary of around £25,000 - £30,000 per annum is expected, depending on experience.
This is a fantastic opportunity for someone looking to develop their skills and career in wealth management.
Job Description:
- Prepare and package financial planning reports for financial planners and clients
- Liaise with product providers to obtain fees and charges on specific products
- Maintain accurate client information and record client interaction on the back office system
- Assist with the onboarding process of new clients and the annual review process of existing clients
Required Skills and Qualifications:
- Experience of working with Microsoft Office products, including Word, Excel, Outlook and PowerPoint
- Excellent organisational skills and a flexible, proactive approach
- Previous experience of working in a similar role, preferably within the financial services sector
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