Financial Planning Assistant

3 weeks ago


Blandford Forum, Dorset, United Kingdom Artemis Recruitment Consultants Ltd Full time
Key Responsibilities
  • Client Portfolio Management: Produce client portfolio valuations and quotations to ensure timely and accurate delivery.
  • Administrative Support: Process new business applications, maintain client records, and provide exceptional customer service.
  • Compliance and Quality Assurance: Ensure compliance with regulatory requirements and maintain high-quality standards in all administrative tasks.
Requirements

To be successful in this role, you will need:

  • Previous Experience: Proven experience in finance or a related sector.
  • IT Literacy: Strong proficiency in MS Office, including Excel, Word, Outlook, and Teams.


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