Specialist Recruitment for Financial Services Administrators and Support Staff
At Artemis Recruitment, we specialise in placing experienced Financial Planning Administrators, Personal Assistants (PAs), and Mortgage Administrators into leading firms across the UK. We work with a wide range of organisations, from boutique independent financial advice firms to large St. James’s Place (SJP) Partner Practices.
These roles are vital to the successful delivery of financial advice, and most employers require candidates to have previous experience in financial services administration, ideally within a financial planning, wealth management, or mortgage advice setting.
We know how important administrative and support staff are to a financial planning business — you're often the first point of contact for clients and a key link between advisers, providers, and paraplanners.
Whether you're handling new business processing, managing adviser diaries, liaising with clients, or supporting compliance processes, your background in financial services makes you a valuable asset. Employers particularly value experience with investment and pension platforms, mortgage submission systems, and industry software such as Intelligent Office, Xplan, or Dynamic Planner.
Whether you're looking to step up, find a better cultural fit, or move into a new specialism, we’re here to support your next move.
Access to the latest financial administration, mortgage admin, and PA roles
Opportunities with both independent firms and SJP Partner Practices
Roles ranging from entry-level to senior and team leader positions
Office-based, hybrid, and flexible working options
Insight into career progression (e.g. toward Paraplanning or Adviser roles)
Ready to find your next role?
We are ready to support your journey, guiding you through the job market and industry. We will be there every step of the way!
Ready to see some great CVs?
We’ll connect you with top-tier talent that fits your business - fast, confidential, and hasslefree.
Let’s talk today!
Want to speak to us? Talk to one of the team today about what you are looking for!
