Financial Operations Coordinator

3 weeks ago


Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

At Artemis Recruitment Consultants Ltd, we are seeking a highly skilled Financial Planning Administrator to join our team. In this exciting role, you will be responsible for ensuring seamless communication between clients and colleagues, while maintaining accurate records of all interactions.

Key Responsibilities:

  • Establish and maintain effective relationships with clients and colleagues.
  • Retrieve and manage client information, ensuring data accuracy and accessibility.
  • Support financial advisers in the creation of financial reports, providing valuable insights and analysis.
  • Assess client objectives and develop targeted solutions to meet their needs.
  • Prepare and present suitability letters to financial advisers, adhering to company policy and regulatory guidelines.
  • Provide administrative support to financial advisers, including research and data collection.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance and best practices.

This is a fantastic opportunity to work with a growing and established practice, collaborating with a team of professionals who share your passion for excellence.



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