Artemis Recruitment Consultants Ltd

We are working with a growing financial services firm looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role and wants to develop their career within a supportive and professional environment. You will play a key role in supporting advisers and ensuring a smooth, efficient client journey from new business through to completion. Key Responsibilities Processing new business including investments, pensions and protection Managing pipelines and seeing cases through to completion Booking annual review meetings Raising invoices and handling new business queries Supporting advisers, clients and providers with administrative requests Ensuring all work is completed accurately and within agreed service levels About You Previous experience within financial services, IFA or provider environment Strong administration and organisational skills High attention to detail and accuracy Confident communicator with the ability to build client rapport Proficient in Microsoft Office, particularly Word and Excel Able to work under pressure and manage multiple priorities Benefits Private Medical Insurance Income Protection Life Assurance Critical Illness cover Supportive and collaborative team environment If you are interested in finding out more, please get in touch with Josie to apply or discuss the opportunity further.

A leading recruitment agency in the UK seeks an experienced IFA Administrator to support Office Managers and Financial Planners. In this role, you will manage client files, process new business, and provide administrative support for various financial products. Candidates should have at least 2 years of relevant experience and strong customer service skills. The role offers a competitive salary up to £30,000, as well as a hybrid working arrangement, making it an excellent opportunity for the right candidate.

INDEPENDENT FINANCIAL ADVISER - HEREFORD We have a fantastic opportunity for an Independent Financial Adviser to join our client's firm based in Hereford. This organisation is recognised as one of the UK's largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored, evidence-based financial solutions. The firm offers a comprehensive suite of services, including retirement planning, wealth management, protection, and investment management, and oversees annual mortgage lending of approximately £2.5 billion. This position presents an exceptional opportunity to join a growing and ambitious organisation that provides clear pathways for professional advancement. Key Responsibilities Demonstrating a strong entrepreneurial approach and proactively developing and expanding a client portfolio with organisational support, ensuring client records are maintained accurately to allow for appropriate and compliant recommendations. Providing ongoing financial advice in accordance with all regulatory requirements. Conducting thorough research and analysis to identify suitable financial solutions aligned with clients' needs. Gathering, evaluating, and documenting all necessary information to deliver advice in accordance with organisational standards. Generating new business opportunities through referrals and professional networks. Collaborating effectively with colleagues to uphold the organisation's values, standards, and culture. Engaging fully with the development support provided to enhance professional knowledge and capability. Benefiting from flexible employment structures designed to accommodate individual professional and personal circumstances. Skills & Attributes Commitment to undertaking advanced professional qualifications and progressing towards Chartered status. Strong presentation and communication skills. Comprehensive understanding of financial markets and products. Ability to assess and interpret the needs and objectives of clients. Capacity to cultivate strategic relationships within the industry. Proactive mindset with demonstrable initiative. Benefits Company pension scheme Death in service benefit 25 days' annual leave Flexible benefits package Additional day of leave on birthdays Option to purchase additional annual leave Enhanced family-friendly policies Cycle-to-work scheme

A leading financial advisory firm is seeking an Independent Financial Adviser based in Hereford. The role involves developing a client portfolio, providing ongoing financial advice, and ensuring compliance with all regulatory requirements. The ideal candidate will have strong presentation skills and an understanding of financial markets. The position offers a comprehensive benefits package, including a company pension scheme, 25 days' annual leave, and flexible benefits. This is an exceptional opportunity to join a growing, ambitious firm.

Type of Position: Training & Compliance Manager - Birmingham Pay: £35k - £45k Training & Compliance Manager - Birmingham Due to our clients continued expansion, they are looking to take on a new Training & Compliance Manager to join their team based in Birmingham. You will have the ability to own, manage and drive forward their plans, delivering training and ensuring competency for new starters aligned to company, industry and regulatory standards. This will be a hybrid working role based in Birmingham. Key Responsibilities: - Full oversight of the Training & Competence - Ongoing development and improvement of a clear and comprehensive T&C scheme which is appropriately personalised to the needs of the business and evidences the competency of relevant individuals. - Ensure that everyone connected to the firm's regulated business has the skills, knowledge, and expertise to carry out their role appropriately (including non-advisory employees). - Develop clearly defined criteria and procedures, setting out the specific point when someone will be assessed as being competent. - Ensure that the T&C Scheme can be adapted to respond to changes in regulation or updates to the firm's business model or service proposition. - Develop measurable and meaningful KPI's which reflect the needs of the business and allow for measurement of potential risk to the business. - Maintain appropriate records to evidence compliance with the FCA's Training and Competency requirements. Documenting the all aspects, from the recruitment of individuals, induction and initial training, through to attaining and maintaining competency. Ensure that the MI generated from the activities is being considered and any risks identified are being dealt with. - Provide guidance and advice on regulatory matters across the business. - Interpret regulatory requirements and implement practical, compliant solutions - Provide advice and guidance on all aspects of T&C including, file reviews, Consumer Duty gap analysis and implementation, financial promotion approval, recruitment guidance and implementation of T&C scheme. - Ensure annual Fit & Proper assessments/ certification and code of conduct training records are robust and up to date - Creation and maintenance of T&C policies and ongoing management of resources - Oversight of the monitoring of client file reviews to ensure regulatory requirements are being met. - Oversee delivery of regulatory training to all team members e.g. AML and GDPR 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 .

We have a new opportunity for a Senior Paraplanner to join our clients based in the City of London. The Senior Paraplanner within the UK Additions Team analyses client portfolios and accounts to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the team leader, this role is client-facing and involves conducting fact-finding discussions, writing suitability reports, and delivering advice directly to clients. Key Responsibilities: Conduct fact-finding calls with clients to assess objectives, portfolio holdings, time horizons, cash flow needs, and overall financial situation to determine suitable asset allocation recommendations. Review and develop plans for clients with highly specialised situations. Analyse clients' existing pension and investment bond arrangements to determine whether a transfer or surrender is appropriate. Communicate advice directly to clients in a clear and professional manner. Prepare written proposals and recommendations, presenting them to clients to ensure understanding. Collaborate with other departments to deliver optimal client outcomes, including developing resources and providing training. Contribute to ad hoc projects aimed at improving operational efficiency. Adhere to compliance requirements and internal procedures to ensure regulatory standards are met in the provision of regulated advice. Qualifications & Experience: University degree or equivalent combination of education and experience. Level 4 Qualification preferred (CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma). Minimum of 3 years' experience in financial services. Strong understanding of financial planning principles and client suitability. High attention to detail and ability to manage multiple tasks effectively. Strong numerical and analytical skills. Ability to perform under pressure and collaborate effectively in a dynamic team environment. Required to complete an initial Fit & Proper (F&P) assessment prior to independent practice, with annual assessments thereafter.

A leading recruitment firm is seeking a Senior Paraplanner based in the City of London. The role involves analysing client portfolios and providing FCA-regulated advice on pension transfers and investment strategies. Responsibilities include conducting client discussions, preparing suitability reports, and collaborating with various departments to optimize client outcomes. Ideal candidates will have a university degree, Level 4 qualification preferred, and at least 3 years of experience in financial services, demonstrating strong analytical and detail-oriented skills.