Senior Administrative Assistant

2 days ago


Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Key Responsibilities
  • Assist financial advisers in preparing recommendations and suitability reports
  • Collate client information and data according to 'know your client' principles and company policy
  • Prepare suitability letters and reports for approval by financial advisers
Requirements
  • Excellent communication and interpersonal skills
  • Able to work effectively in a team environment
  • Detailed and accurate record-keeping
Benefits
  • Competitive salary: £30k - £35k
  • Opportunity to work with a reputable financial planning company

The successful candidate will be a well-organised individual with experience in a similar environment.



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