Financial Services Administrator

3 weeks ago


Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Overview

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  • We are seeking an experienced IFA Administrator to join our team at Artemis Recruitment Consultants Ltd.
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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

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  • 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.
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Requirements

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  • 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.
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About Us

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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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