Financial Administrator

2 days ago


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

Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Administrator to join our team in Brighton. This role involves supporting Financial Advisers with all aspects of administration, including business processing, financial administration, and client liaison.

Key Responsibilities:
  • Provide technical and administrative support to clients, responding to enquiries, liaising with third parties, and providing support at meetings
  • Issue letters of authority to providers and chase financial institutions for requested information
  • Conduct telephone liaison with Administration Centres and Paraplanners
  • Draft and proof-read documents, including client correspondence, presentations, and illustrations
  • Create and update client records and databases with financial and personal data
  • Maintain and accurately update the CRM system to effectively manage business workflow
Requirements:
  • Previous experience within a Financial Planning role
  • Strong attention to detail and organisational skills
  • Excellent written English, numerate, and analytical abilities
  • Ability to use own initiative and multitask

We offer a competitive salary range of £25k - £32k and full training will be provided. If you are a motivated individual with excellent communication skills, we encourage you to apply.



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