Financial Services Assistant

4 days ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Overview

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.

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