Financial Administrator - London

Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London.

Key responsibilities: 

• 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 
   

The role requires the following key attributes; 

• Detail: excellent attention to detail
• Prioritisation: the ability to work independently and proactively
• Communication: strong written and verbal communication skills 
   

Support for professional career study is available. 

Our client currently works on a hybrid basis, working 4 days in office and 1 day working from home.

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk 

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