Senior Administrative Officer
2 weeks ago
We are seeking a highly skilled and experienced Senior Financial Administrator to join our team at Artemis Recruitment Consultants Ltd in Weybridge.
The successful candidate will have 5+ years of experience in an IFA administration role, with a strong technical knowledge of pensions and investments, ISAs, bonds, trusts, and protection.
Job Description:
We are looking for an experienced Senior Financial Administrator to work closely with our financial services team. As a key member of our team, you will be responsible for:
- Providing exceptional client service, prioritizing tasks, and ensuring timely completion.
- Using Transact, iO, or equivalent systems to perform administrative tasks, including submitting new business to providers and preparing meeting packs for client meetings.
- Liaising with product providers to ensure all applications are received and completed, attending to outstanding requirements and keeping other team members informed.
Skills and Qualifications:
- 5+ years of experience in an IFA administration role, with sound technical knowledge of pensions and investments, ISAs, bonds, trusts, and protection.
- Demonstrable experience of delivering client service at the highest level, with excellent written and verbal communication skills and a high level of attention to detail.
- Experience of using Transact, iO, or equivalent systems, with excellent IT skills and a good working knowledge of Excel.
Company Overview:
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services roles. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.
Salary:
£45,000 - £60,000 per annum, depending on experience, plus benefits including a generous pension scheme and annual leave entitlement.
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