Financial Administrator (Ifa)
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
- 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
The Candidate
- Excellent attention to detail
- Ability to work independently and proactively
- Strong written and verbal communication skills
- Minimum five years' relevant industry experience required
- Graduate preferred
Financial Administrator (Ifa) employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
