Senior Administrator
2 days ago
Wealth Management Administrator Role
Artemis Recruitment Consultants Ltd is seeking a highly skilled Wealth Management Administrator to join their team in Epsom, Surrey. As a key member of the team, you will be responsible for preparing and packaging financial planning reports, obtaining policy information, and maintaining accurate client records.
Key Responsibilities:
- Prepare and package financial planning reports for Financial Planners and clients.
- Obtain policy information, documents, factsheets, illustrations, and product comparison quotes from relevant sources.
- Maintain accurate client information and record client interactions on the back office system.
- Assist with annual review process of existing clients.
- Support company projects as required.
Requirements:
- Experience working with Microsoft Office products (Word, Excel, Outlook, PowerPoint) or similar tools.
- Excellent organisational skills, flexible approach, and proactive attitude.
- Previous experience in financial services industry.
- Knowledge of Financial Services Industry.
Salary Information: The salary for this role is estimated at £22,500 - £30,000 per annum, based on location and industry standards.
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