, , Financial Administrator - London (N) - Artemis Recruitment Consultants

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Financial Services



Type of Position: Financial Administrator - London (N)
Pay: £26k

Financial Administrator - London (N)

Our client is looking for a Financial Administrator to join their team based in London. The Administrator will support all tasks across the LOA team including liaising with providers and clients to ensure case progression.



  • Managing all LOA tasks for allocated Advisers
  • Liaising with Wealth Advisers to process cases, clarify queries, and escalate issues
  • Providing weekly updates (calls / emails) for each allocated Adviser
  • Requesting information from 3rd party providers
  • Calling and chasing third party providers for information to progress client cases
  • Writing up and maintaining accurate notes on CRM platform
  • Working in CRM platform and keeping tasks up to date and within agreed SLAs (service level agreements)
  • Communicating via emails and calls professionally
  • Providing input into team productivity reports


  • Experience of working within financial services preferable but not essential
  • Good GCSE or A Level results and proficient at all IT packages
  • Excellent organisational and administration skills, 
  • Ability to proactively use initiative to problem solve and anticipate next steps
  • A driven individual with a focus on client service and contributing towards high-performance culture
  • Adaptable to change management plans and advocate to business initiatives
  • IT technically proficient including Office 365
  • Committed to advocating and encouraging an inclusive and diverse team culture.
  • Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.


If you are interested in this job opportunity then please submit a copy of your CV to natalie@artemisrecruitment.co.uk 

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