Administrator - Financial Services Coordinator
20 hours ago
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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