Financial Planning Support
Our client is looking for a talented individual to join their team. You will have relevant financial services experience and will be based in a full-time permanent role in the administration team in London.
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
Skills and Experience:
- Relevant financial services experience is essential
- some knowledge of the Curo (Microsoft Dynamics) back office system is desirable
- Excellent attention to detail
- The ability to work independently and proactively
- Strong written and verbal communication skills
If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk
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