IFA Administrator (Wealth Management)
other jobs Artemis Recruitment Consultants Ltd
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
Full job descriptionOur client is looking for a talented individual to join their Financial Planning Support team for a full-time permanent role in the administration team, based in Central London.
Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.
Key tasks will include:
- Acting as the point of contact between advisers, clients and third party product providers
- Establishing and maintaining electronic client files (Curo CRM)
- Obtaining information and maintaining accurate records
- Sourcing quotations, illustrations and supporting documentation
- Preparing valuations, reports and other material for client meetings
- Processing new business applications and maintaining accurate records of transactions
The role requires the following key attributes;
- Detail: excellent attention to detail
- Prioritisation: the ability to work independently and proactively
- Communication: strong written and verbal communication skills
- Min. five years relevant industry experience required
- Graduate Preferred
If you are interested in this position, please email your CV to Sam at Artemis Recruitment.
Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.
Key tasks will include:
- Acting as the point of contact between advisers, clients and third party product providers
- Establishing and maintaining electronic client files (Curo CRM)
- Obtaining information and maintaining accurate records
- Sourcing quotations, illustrations and supporting documentation
- Preparing valuations, reports and other material for client meetings
- Processing new business applications and maintaining accurate records of transactions
The role requires the following key attributes;
- Detail: excellent attention to detail
- Prioritisation: the ability to work independently and proactively
- Communication: strong written and verbal communication skills
- Min. five years relevant industry experience required
- Graduate Preferred
If you are interested in this position, please email your CV to Sam at Artemis Recruitment.
Job number 3849144
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Company Details:
Artemis Recruitment Consultants Ltd
Company size: 2-10 employees
Industry: Outsourcing and Offshoring Consulting
Our team of Recruitment Consultants strive to bring together the best candidate and the right employer. Operating primarily within Financial Services ...