Financial Services Support Specialist

4 days ago


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

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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