Financial Administrator - Burgess Hill

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Burgess Hill. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people.

You will be:

• Keeping close contact between clients and colleagues
• Retrieving new and historic information about individual clients
• Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
• Working alongside financial advisers to obtain information as part of the process of creating financial reports
• Assessing objectives for individual clients to target the necessary solution
• Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
• Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client
• Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
• Keeping a up to date with any developments in the world of finance to benefit the needs of clients.
   

This is a great opportunity to join a growing established practice and work alongside a team of professionals.  

Please email your CV to josie@artemisrecruitment.co.uk if you are interested in applying for this opportunity.

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