Financial Services Coordinator

2 weeks ago


Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Liverpool. The ideal candidate will have experience in preparing and packaging financial planning reports, obtaining policy information, and maintaining accurate client records. Key responsibilities include:

* Preparing and packaging financial planning reports for financial planners and their clients
* Obtaining policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources
* Maintaining accurate client information and recording client interaction on the back office system
* Assisting with the annual review process of existing clients

The successful candidate will have excellent organizational skills, a flexible and proactive approach, and previous experience working within financial services. They will also have knowledge of the financial services industry and experience working in a small to medium-sized financial services environment. If you are a motivated and detail-oriented individual with a passion for financial administration, we encourage you to apply for this exciting opportunity.



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