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For Companies Our client is looking for a talented individual to join their Financial Planning Support team for a full-time permanent role in the administration team, based in North London.
Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.
Key tasks will include:
- Acting as the point of contact between advisers, clients and third party product providers
- Establishing and maintaining electronic client files (Curo CRM)
- Obtaining information and maintaining accurate records
- Sourcing quotations, illustrations and supporting documentation
- Preparing valuations, reports and other material for client meetings
- Processing new business applications and maintaining accurate records of transactions
Qualifications and attributes:
- Detail: excellent attention to detail
- Prioritisation: the ability to work independently and proactively
- Communication: strong written and verbal communication skills
- Min. five years relevant industry experience required
- Graduate Preferred
Ready to find your next role?
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FINANCIAL ADMINISTRATOR (IFA) - LONDON employer: Artemis Recruitment Consultants Ltd
Join our dynamic Wealth Management team in London, where we prioritise employee growth and a collaborative work culture. With a hybrid working model, you will enjoy the flexibility of working from home while being part of a supportive environment that encourages professional development and innovation. Our commitment to your success is reflected in our comprehensive training programmes and opportunities for advancement within the company.
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
