Business Development Associate
6 days ago
Artemis Recruitment Consultants Ltd is seeking a skilled Business Development Associate to join their team in the UK.
About the JobThis is an exciting opportunity for someone who wants to grow with the company. As a Business Development Associate, you will be responsible for preparing and packaging financial planning reports for our Financial Planners and their clients. You will also obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources.
You will maintain accurate client information and record client interaction on our back office system. Your role will also involve assisting with the annual review process of existing clients and supporting ad-hoc requests and projects as needed.
Key Responsibilities:
- Prepare and package financial planning reports for the Financial Planners and their clients.
- Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources.
- Maintain accurate client information and record client interaction on the back office system.
- Assist with the annual review process of existing clients.
- Support additional ad-hoc requests and projects as needed.
Candidate Specifications:
- Experience working with Microsoft Office products including Word, Excel, Outlook, and PowerPoint, or similar tools.
- Excellent organisational skills, flexible, and proactive approach to getting the job done.
- Previous experience working within financial services.
- Experience working in a small to medium-sized financial services environment.
- Knowledge of the Financial Services Industry.
We estimate the salary for this role to be around £25,000-£30,000 per annum, depending on experience.
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