22 Oct
Artemis Recruitment Consultants
Haywards Heath
Job description
Financial Administrator - Haywards Heath
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Haywards Heath. This will be a part-time position, 3 days a week.
You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people.
You will be :
- Keeping close contact between clients and colleagues
- Retrieving new and historic information about individual clients
- Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
- Working alongside financial advisers to obtain information as part of the process of creating financial reports
- Assessing objectives for individual clients to target the necessary solution
- Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
- Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client
- Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
- Keeping a up to date with any developments in the world of finance to benefit the needs of clients.
This is a great opportunity to join a growing established practice and work alongside a team of professionals.
▶️ Financial Administrator - Haywards Heath
🖊️ Artemis Recruitment Consultants
📍 Haywards Heath