Financial Planning Support - London

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

Financial Planning Support - London

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