This website uses cookies to ensure you get the best experience on our website. Learn more Got it!,, Financial Administrator - Brighton - Artemis Recruitment Consultants
Financial Services
Brighton
17/04/2023
Type of Position: Financial Administrator - Brighton
Pay: £22k - £28k
Financial Administrator - Brighton
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Brighton You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people.
You will be:
* Keeping close contact between clients and colleagues
* Retrieving new and historic information about individual clients
* Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
* Working alongside financial advisers to obtain information as part of the process of creating financial reports
* Assessing objectives for individual clients to target the necessary solution
* Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
* Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client
* Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
* Keeping a up to date with any developments in the world of finance to benefit the needs of clients.
This is a great opportunity to join a growing established practice and work alongside a team of professionals.
Please email your CV to josie@artemisrecruitment.co.uk
Apply for this job
Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. Recaptcha requires verification. I'm not a robot reCAPTCHA Privacy - Terms
© Artemis Recruitment Consultants 2015-2023 - All Rights Reserved| Company Number: 9843254 Registered In England & Wales| Website by
#J-18808-Ljbffr