Financial Services Coordinator

2 weeks ago


Welwyn Garden City, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Company Overview
We are Artemis Recruitment Consultants Ltd, a professional services company based in Welwyn Garden City. Our team is dedicated to providing top-notch support to our clients.

Salary
The successful candidate can expect a salary of £28k - £35k per annum, commensurate with experience. This is a competitive package that reflects the importance of this role within our organization.

Job Description
As a Financial Administrator, you will play a vital role in supporting our team of Financial Advisers. Your primary responsibilities will include:
  1. Updating cases and Adviser/PA on Salesforce.
  2. Providing quarterly reporting to Advisers on turnover status.

Required Skills and Qualifications
To succeed in this role, you will need:
  1. Experience of working within financial services, preferably.
  2. Understanding of financial products, an advantage.
  3. A driven individual with a focus on client service and contributing towards a high-performance culture.
  4. IT technical proficiency, including Office 365.

Benefits
In addition to a competitive salary, we offer a range of benefits, including opportunities for training and development. Our office is based in Welwyn Garden City, and while the initial training period will be office-based, there may be the option to work from home once trained.

Others
Please note that this role requires IT technical proficiency, including Office 365. If you have any questions or concerns about this requirement, please do not hesitate to contact us.

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