Financial Services Assistant
4 days ago
In this role as a Financial Services Assistant at Artemis Recruitment Consultants Ltd, you will be supporting experienced financial advisors in preparing recommendations and producing suitability reports. Your responsibilities will include maintaining accurate client records, gathering data, and preparing application forms.
The successful candidate will have excellent communication skills, with the ability to record clear and concise information on client files. This role requires strong organizational skills, with the ability to prioritize tasks effectively and meet deadlines.
Key Skills and Qualifications
- Understanding of the Financial Planning process.
- Ability to work within defined business processes.
- Prioritizing and planning own workload.
- Detailed and accurate.
- Articulate.
- Excellent interpersonal skills.
- Ability to multitask and prioritize effectively.
- Good IT skills.
- Good report writing skills.
- Ability to work independently and in a team.
Salary and Benefits
We are offering a competitive salary of £25,000 - £35,000 per annum, depending on experience. In addition to your salary, you will receive a range of benefits, including market-leading bonuses, comprehensive training, and opportunities for career progression.
This is an excellent opportunity for someone looking to develop their skills and knowledge in the financial services industry. If you are a motivated and organized individual with a passion for finance, we would love to hear from you.
About Us
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in the financial services sector. We pride ourselves on delivering exceptional service to our clients and candidates, and we are committed to building long-term relationships.
-
Financial Planning Assistant Specialist
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Planning Assistant SpecialistSalary: £25,000 - £35,000 per annum depending on experienceAbout the Role:The successful candidate will assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.Main Responsibilities:To assist the Financial Planner in formulating advice to...
-
Financial Services Specialist
3 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Services Specialist to join their team in Dorking.About the RoleThe ideal candidate will have excellent communication skills and the ability to advise clients on financial matters.We are offering a competitive salary of £45,000 - £60,000 per annum, depending on experience.Key...
-
Financial Services Director
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Opportunity: Financial Services DirectorWe are excited to offer a unique opportunity for a talented Financial Services Director to join our client's advisory team in Dorking. The successful candidate will be responsible for leading the team and driving the growth and success of this well-established wealth advisory firm.The ideal candidate will have a...
-
Financial Services Consultant
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services Consultant**Job Summary:**We are seeking a talented Financial Services Consultant to join our team in Dorking. As a key member of our team, you will be responsible for advising clients on their financial circumstances and objectives.**Key Responsibilities:**- Prospecting and contacting potential clients in accordance with our business...
-
Financial Services Coordinator
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Services CoordinatorWe are seeking an experienced Financial Services Coordinator to support one IFA with all areas of administration, including business processing, financial administration, and client liaison.The ideal candidate will have a strong background in administration and customer service, with experience working in a life and...
-
Financial Services Leader
3 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time**Head of Financial Advice - Dorking Opportunity**We are seeking an accomplished Head of Financial Advice to drive the growth of a well-established wealth advisory firm based in Dorking. Reporting into the Managing Director, you will provide leadership across the Adviser team and develop a people-centric culture to ensure good outcomes for clients and...
-
Financial Services Coordinator
7 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleWe are currently seeking a talented financial planning paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will play a crucial role in delivering exceptional client service and supporting the growth of our business.Key ResponsibilitiesDevelop and maintain strong relationships with clients to...
-
Financial Services Paraplanner Manager
3 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany OverviewArtemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services placements. We pride ourselves on delivering exceptional service and building long-term relationships with our clients and candidates.Job DescriptionWe are seeking a skilled Financial Services Paraplanner Manager to join our team. The...
-
Administrative Support Specialist
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Overview:Artemis Recruitment Consultants Ltd is seeking an experienced Administrative Support Specialist (Financial Services) to join our client's SJP Practice in Dorking. The successful candidate will provide high-level administrative support to Financial Advisers, ensuring the smooth running of daily operations and contributing to the growth and...
-
Financial Services Professional
4 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionIn this challenging yet rewarding role, you will utilize your expertise to produce pension reports, switch analysis, and cash flow forecast reports, while providing exceptional customer service and maintaining a high level of professionalism.About UsArtemis Recruitment Consultants Ltd is a respected recruitment agency specializing in placing...
-
Financial Operations Specialist
4 days ago
Dorking, Surrey, United Kingdom Tate Full timeJoin Tate's finance team as a Financial Operations Specialist and take on a challenging role that will see you support UK businesses' accounting needs within our centralised EMEA function.Your key responsibilities will include ensuring smooth financial operations through accurate and timely posting of journal entries, preparation of financial statements, and...
-
Senior Financial Analyst
4 days ago
Dorking, Surrey, United Kingdom Tate Full timeAs a key member of the Tate team, you will play a vital role in supporting UK businesses' accounting needs. Located within our centralised EMEA function, you will have the opportunity to make a significant impact.Within this dynamic environment, you will contribute to smooth financial operations by ensuring accurate and timely posting of journal entries,...
-
Junior Financial Advisor Role
4 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the JobAs a Financial Services Assistant at Artemis Recruitment Consultants Ltd, you will play a key role in supporting our financial advisors in preparing recommendations and producing suitability reports. You will be responsible for maintaining accurate client records, gathering data, and preparing application forms. This is an excellent opportunity...
-
Administrative Support
4 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeRole SummaryWe are seeking an experienced administrative assistant to join our team at Artemis Recruitment Consultants Ltd. As a Junior Financial Advisor, you will be responsible for providing support to our financial advisors in preparing recommendations and producing suitability reports. You will also maintain accurate client records, gather data, and...
-
Financial Services Compliance Specialist
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced Compliance Officer for our client in Dorking, Surrey.IFA Compliance Officer (DipFA) - DorkingWe are looking for a skilled professional to join our team and work directly with the owners and existing compliance staff to ensure the company adheres to FCA guidance and internal policies. The ideal...
-
Senior Financial Planning Specialist
1 week ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are seeking a highly skilled Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for an experienced professional to take their career to the next level.About the RoleThis role involves preparing recommendations and producing suitability reports in line with company policy. You will be...
-
Paraplanner and Financial Planner Associate
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Paraplanner and Financial Planner AssociateSalary: £30,000 - £40,000 per annum depending on experienceAbout the Role:We are seeking an experienced Paraplanner and Financial Planner Associate to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for assisting our Financial Planners in formulating...
-
Senior Financial Advisor
4 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout This Opportunity">We are excited to offer this challenging and rewarding role to a talented and motivated individual. As a senior financial advisor, you will play a key role in helping us deliver exceptional service to our clients.">Main Responsibilities">Key responsibilities of this role include:">">Assisting with compliance training and...
-
Financial Operations Coordinator
4 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Summary:We are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. The successful candidate will provide high-level technical and administrative support to Financial Advisers, including business processing, financial administration, and client liaison.Key Responsibilities:Support Financial Advisers with all...
-
Dorking Financial Advisor
3 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJoin our dynamic team at Artemis Recruitment Consultants Ltd as a Financial Advisor in Dorking!About the RoleThis is an exciting opportunity to work with a reputable company, providing expert financial advice to clients.We offer a competitive salary package, including a base salary of £50,000 per annum, plus benefits.Key ResponsibilitiesConducting meetings...