Senior Financial Advisor Administrator

2 days ago


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

Artemis Recruitment Consultants Ltd is seeking a skilled Senior Financial Advisor Administrator to join their team in Wokingham.

As a key member of the firm, you will work closely with Financial Advisers to deliver high-quality financial advice to clients.

The ideal candidate will have excellent communication and organizational skills, with the ability to prioritize tasks effectively and multitask.

Responsibilities:

  1. Provide exceptional client service, handling queries and resolving issues efficiently.
  2. Record and maintain accurate client information, ensuring compliance with company policies and procedures.
  3. Collaborate with Financial Advisers to gather client data, identify needs, and develop recommendations.
  4. Liaise with product providers to obtain necessary information and quotes.
  5. Assist in preparing suitability letters, reports, and other documentation.
  6. Support administrative functions, such as new business processing, income matching, and management information.

Key Skills:

  1. Strong understanding of financial planning principles and processes.
  2. Ability to work within defined business processes and achieve outcomes without supervision.
  3. Detailed and accurate record-keeping and reporting skills.
  4. Excellent interpersonal and communication skills.
  5. Ability to multitask, prioritize, and manage time effectively.

Estimated Salary: £32,000 - £38,000 per annum.



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