Financial Administrator
Advertised by: Artemis Recruitment Consultants
Surrey | Hybrid | £35,000 - £42,000
Permanent | Full-time | 1555142
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
