Administrative Support Specialist
2 days ago
We are seeking an experienced Financial Planning Administrator to join our team at Artemis Recruitment Consultants Ltd. As a Financial Planning Administrator, you will play a vital role in supporting financial advisers and mortgage advisors in their daily tasks, ensuring the smooth operation of the business. Your responsibilities will include producing client portfolio valuations, preparing quotations and application forms, and ensuring compliance requirements are met on all new business cases. To succeed in this role, you will need previous experience working in the financial services sector, strong IT skills, and excellent organizational and communication skills. If you are a motivated and detail-oriented individual, we encourage you to apply for this exciting opportunity.
Responsibilities and Requirements
Responsibilities:
• Produce client portfolio valuations from various investment providers
• Prepare quotations, application forms, and fund fact sheets for advisors prior to client meetings
• Process new business applications by submitting them to providers (online or post), updating client databases, and maintaining daybook records
• Ensure compliance requirements are met on all new business cases
• Contribute to weekly chasing of new business cases and existing business enquiries
Requirements:
• Previous experience working in the financial services sector, preferably within investments or mortgage administration
• Excellent IT skills, including proficiency in MS Office (Excel, Word, Outlook, and Teams)
• Strong organizational and planning skills, with the ability to multitask
• Excellent interpersonal and communication skills
• Salary: approximately £25,000 - £30,000 per annum for a part-time role, ideally 3 days a week
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