Administrative Assistant

3 days ago


Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are currently seeking a skilled Administrative Assistant - Financial Planning to join our team at Artemis Recruitment Consultants Ltd. This position offers a competitive salary of £22,000 - £28,000 per annum.

About the Job:

  • In this role, you will provide administrative support to our Financial Advisers, assisting them in delivering high-quality financial advice to clients.
  • The successful candidate will have excellent administrative skills, be able to work accurately and efficiently, and possess a strong understanding of financial planning concepts.
  • You will be responsible for maintaining client records, preparing reports, and gathering data in line with company policy.
  • This is a fantastic opportunity to develop your career in a dynamic and supportive environment.

Responsibilities:

  • Collaborate with Financial Advisers to prepare recommendations and suitability reports.
  • Maintain accurate client records and gather data in line with company policy.
  • Provide administrative support for new business processing, income matching, and management information.
  • Assist in planning and sourcing solutions to meet client needs, preparing tax calculations where necessary.
  • Prepare suitability letters and reports for Financial Adviser approval, along with associated documentation.

Skills and Qualifications:

  • A strong understanding of financial planning principles and concepts.
  • Excellent administrative and organizational skills.
  • Ability to work accurately and efficiently.
  • Strong communication and interpersonal skills.
  • Able to prioritize and manage multiple tasks simultaneously.


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