, , Financial Administrator - London - Artemis Recruitment Consultants

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Financial Services

London

20/05/2024

Type of Position: Financial Administrator - London
Pay: £25k - £28k

Financial Administrator - London

Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London.

Key responsibilities: 

  • 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 
     

Support for professional career study is available. 

Our client currently works on a hybrid basis, working 4 days in office and 1 day working from home.

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk 

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