Artemis Recruitment Consultants Ltd

Overview Type of Position: Senior Wealth Administrator - Berkswell Pay: £30,000 - £40,000 Reference: Role Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company's services in a professional and FCA compliant manner. Work Arrangement Our client offers a hybrid working model from their office in Berkswell. Key Responsibilities Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre- completion of documentation ready for clients to check and sign. You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser. Key Skills Understanding of the Financial Planning process Able to work within defined business processes Ability to achieve agreed outcomes without supervision Prioritise and plan own workload Detailed and accurate Articulate Excellent interpersonal skills, both written and verbal Ability to multitask and prioritise effectively Good report writing skills Ability to work independently and in a team Knowledge & Experience Experience of maintaining good working relationships in the delivery of financial advice services or similar environment Ability to assess information, make comparisons and identify critical features Ability to acquire update and apply new skills and knowledge Set own goals and want to deliver agreed targets Retaining supporting records for review. The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. 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 .

A recruitment agency in Beckenham is seeking an experienced Financial Administrator to support Financial Advisers with administration tasks. This office-based role involves managing client records, ensuring compliance, and using various CRM systems like Salesforce. The ideal candidate will have experience in Financial Planning and possess strong organisational skills. Competitive salary between £30,000 and £38,000 offered.

A leading recruitment consultancy in the UK is looking for motivated Recruitment Consultants. This fully remote role offers uncapped commission-based earnings with complete flexibility in hours. You will manage the full recruitment process, engage high-quality candidates, and build strong client relationships. Ideal candidates will have proven recruitment experience and excellent communication skills.

Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent Pay: £30,000 - £38,000 We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison. The role will require use of different CRM systems and platforms (including Salesforce This will be an office-based position. Key Responsibilities: Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties, and providing support at client meetings where appropriate Issuing letter of authorities (LOAs) to providers Chasing financial institutions to provide requested information Telephone liaison with Administration Centres and Paraplanners Drafting and proof-reading documents, including client correspondence, presentations, illustrations, etc. Creating and updating client records and our databases with financial and personal data Maintaining and accurately updating the CRM - using it to effectively manage the business workflow Deciphering policy information and inputting into the company CRM On-boarding new clients to our company CRM Preparing client files for review meetings Provide regular status updates to clients regarding the status of transfers, withdrawals, amongst other things Completing illustrations and applications for new business Processing New Business and chasing through to completion Processing Application forms Complete an audit at the end of each case to make sure that all documents are where they are supposed to be Manage the compliance requirements of the business - Ensure new business and client files are fully compliant Maintaining accurate computer records Managing company compliance records Managing the new SJP meeting review process Managing business pipeline Learning to write basic Suitability Letters Assisting with marketing administration Other ad-hoc duties Experience and Qualifications: Previous experience within a Financial Planning role Must have a can-do attitude Must be flexible and adaptable Exceptional attention to detail is paramount Excellent written English, numerate, and analytical Strong organisational skills Ability to use own initiative and multi-task Able to work additional hours when required We are an equal opportunities employer and welcome applications from all suitably qualified persons. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation.