Administrator - Financial Services Coordinator

20 hours ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

This exciting opportunity is available for a skilled IFA Administrator to join Artemis Recruitment Consultants Ltd's client firm in Wokingham. As a critical member of the team, you will provide administrative support to Financial Advisers in delivering financial advice services to a diverse range of clients.

Key Responsibilities:

  • Administrative Support: Provide assistance to Financial Advisers in managing client relationships and delivering financial advice services.
  • Record-Keeping: Maintain accurate records of client communications, including written and verbal interactions.
  • Information Management: Gather and organize relevant information about clients, adhering to company policies and regulatory requirements.

Desirable Qualifications:

  • Knowledge of financial planning software and systems.
  • Experience working in a similar environment.

Estimated Salary: £30,000 per annum.



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