Financial Services Support Specialist
4 days ago
Financial Services Administrator Position
Join Artemis Recruitment Consultants Ltd as a Wealth Management Administrator in Epsom, Surrey. You will work closely with the team to prepare financial plans, manage client data, and support business operations.
Main Responsibilities:
- Prepare comprehensive financial plans for clients.
- Source relevant policy information and documentation.
- Maintain accurate client records and interact with clients as needed.
- Support project management and administrative tasks.
Key Requirements:
- Relevant experience in finance or a related field.
- Expertise in Microsoft Office applications.
- Excellent time management and teamwork skills.
- Familiarity with financial services sector.
Estimated Salary Range: £26,000 - £35,000 per annum, based on industry norms and location factors.
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