Financial Administrator

5 days ago


Rainham, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in delivering exceptional financial advice services to our clients.

Key Responsibilities
  • Provide administrative support to Financial Advisers in preparing recommendations and producing suitability reports, including maintaining client records, data gathering, and application form preparation and submission.
  • Assist in promoting our company's services in a professional and FCA-compliant manner.
  • Deal effectively with client queries and communicate with clients and other parties through effective communication.
  • Record client communications, including written, oral, and electronic communications, and maintain accurate records in line with company policy.
  • Collect and collate information and data about clients, ensuring compliance with 'know your client' principles and company policy.
  • Work with Financial Advisers to discuss client objectives, identify necessary information, and compile financial reports.
  • Liaise with product providers and third parties to acquire additional information required to assess client needs and formulate recommendations.
  • Assist in identifying areas for planning and sourcing solutions suitable to meet client needs and objectives, including tax calculations where necessary.
  • Prepare suitability letters and reports for approval by Financial Advisers, and prepare associated documentation as required.
  • Support administrative functions, such as new business processing, income matching, and management information.
Requirements
  • Understanding of the Financial Planning process.
  • Able to work within defined business processes.
  • Ability to achieve agreed outcomes without supervision.
  • Prioritize and plan own workload.
  • Detailed and accurate.
  • Articulate.
  • Excellent interpersonal skills, both written and verbal.
  • Ability to multitask and prioritize effectively.
  • Good IT skills.
  • Good report writing skills.
  • Ability to work independently and in a team.
Knowledge and Experience
  • Experience of maintaining good working relationships in the delivery of financial advice services or similar environment.
  • Ability to assess information, make comparisons, and identify critical features.
  • Ability to acquire, update, and apply new skills and knowledge.
  • Set own goals and want to deliver agreed targets.
  • Retain supporting records for review.
Working Arrangements

This position can be either a full-time or part-time role, with a requirement to be in the office at least 4 days per week.



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