Financial Services Administrator
3 weeks ago
Job Overview
">- We are seeking an experienced IFA Administrator to join our team at Artemis Recruitment Consultants Ltd.
The successful candidate will be responsible for assisting Financial Advisers in preparing recommendations and producing suitability reports, as well as maintaining client records and data gathering.
Key Responsibilities
">- Collect and collate information about clients in accordance with company policy and ensure all required compliance documentation is present and correct.
- Work with Financial Advisers to discuss client objectives and identify areas for planning and sourcing solutions suitable to meet client needs.
- Prepare suitability letters and reports for approval by Financial Advisers in line with company policy.
Requirements
">- 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.
- Good IT skills and ability to work independently and in a team.
About Us
">Artemis Recruitment Consultants Ltd is a reputable recruitment agency specializing in financial services placements. We offer competitive salaries and a dynamic work environment.
Salary: £28k - £32k per annum.
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