Financial Operations Specialist

1 day ago


Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a highly skilled Financial Administrator to join our team in Coulsdon, Surrey.

The ideal candidate will have experience of maintaining good working relationships in the delivery of financial advice services and be able to assess information, make comparisons, and identify critical features.

Key Responsibilities:
  • Record client communications, including written, oral, or electronic records, in accordance with company policy.
  • Collect and collate information about clients, ensuring all required compliance documentation is present and correct.
  • Work closely with the Financial Adviser to discuss client objectives and compile financial reports.
  • Assist in identifying areas for planning and sourcing solutions suitable to meet client needs.

**Estimated Salary:** £27,000 - £37,000 per annum

The successful candidate will have excellent interpersonal skills, both written and verbal, and be able to multitask and prioritise effectively. They will also have good report writing skills and be able to work independently and in a team.

We offer a competitive salary and a supportive working environment. If you are a motivated and organized individual who is passionate about delivering exceptional service, we would love to hear from you.



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