Financial Services Administrator

4 weeks ago


Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Wealth Management Administrator

We are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team at Artemis Recruitment Consultants Ltd.

Key Responsibilities:
  • Prepare and package financial planning reports for financial planners and their clients.
  • Prepare transactional templated client letters, such as letters of authority, change of address, and client disengagement letters.
  • Liaise with product providers to obtain fees and charges on specific products.
  • Obtain and assist with the completion of application/instruction forms and fact finds.
  • Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources.
  • Upload plan statements and other documents to client records following agreed naming conventions.
  • Maintain accurate client information and record client interaction on the back office system.
  • Assist with the onboarding process of new clients.
  • Assist with the annual review process of existing clients.
  • Provide administrative support on company projects as and when required.
Requirements:
  • Experience of working with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, or similar tools.
  • Excellent organizational skills, flexible, and proactive approach to getting the job done.

If you are interested in this position, please email your CV to the relevant contact person.



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