Financial Administrator

Financial Administrator

Our client is looking for a motivated IFA Administrator to support their Financial Advisers in providing tailored advice and reports to clients. This role involves assisting with client onboarding, administration and office processes.

Key Responsibilities

• Manage client onboarding and process client forms in the CRM
• Perform client ID and AML verification checks
• Submit and chase applications with providers
• Maintain client review schedules and prepare performance data
• Prepare meeting minutes, suitability reports and follow-up emails
• Diary management for client meetings and adviser schedules

Skills & Experience

• Understanding of financial planning and investment products
• Proficient in Microsoft Office and Outlook
• Strong analytical skills, attention to detail and time management
• Excellent written, verbal and interpersonal communication skills

Job Type: Permanent | Hours: 35 per week | Holidays: 25 days | Hybrid: 4 days in office, 1 day WFH. If you'd like to apply or find out more, please send your CV to josie@artemisrecruitment.co.uk