Financial Services Administrator

4 weeks ago

Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: IFA Administrator

We are seeking a highly organized and detail-oriented individual to join our team as an IFA Administrator. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.

Key Responsibilities:
  • Provide exceptional aftercare to our existing clients, ensuring their needs are met and exceeded.
  • Support our advisers with information requests, providing timely and accurate responses.
  • Organize and manage campaigns throughout the year to ensure relevant allowances are utilized.
  • Assist with top-ups, transfers, and withdrawals, ensuring seamless client experiences.
  • Manage the client annual review process, ensuring all necessary documentation is completed.
  • Send quarterly valuation reports to all clients, keeping them informed of their financial progress.
Requirements:
  • A degree-level education or previous work experience in an office environment to a high standard.
  • Impeccable attention to detail, with a systematic and methodical approach to tasks.
  • Excellent written communication skills, with the ability to engage and professional telephone manner.
  • Time management and the ability to multitask, with a hardworking and positive attitude.
  • IT literacy, with advanced knowledge of Word and Excel and the ability to learn new software.
  • Numeracy skills, with a good understanding of financial concepts.
About Us:

Artemis Recruitment Consultants Ltd is a well-established financial services firm based near Bath. We pride ourselves on delivering exceptional client service and providing a supportive and collaborative work environment. If you are a motivated and organized individual looking to begin or advance your career in financial services, we encourage you to apply for this exciting opportunity.

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