Back to top

Financial Services

London

02/02/2022

Type of Position: Financial Planning Support
Pay: £28-32k

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 

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.