Financial Client Executive - Worthing

Our client, based in Worthing, is looking for an experienced Financial Client Executive to join their team to help provide efficient administrative support to clients and senior members of staff. You will supporting several Financial Adviser's within the firm with administration for the financial planning clients which will involve co-ordinating with your adviser and completing a variety of tasks.

Responsibilities:

• Arranging team meetings, client meetings and appointments
• Managing the post for your Adviser team
• Administering new client pensions, investment, and risk contracts
• Effectively liaising with product providers and partners
• Managing and finalising client documentation from start to finish
• Managing and coordinating annual client reviews which includes production of valuations
• Processing investments, fund switches and sales documentation within defined service level agreements
• Reviewing and completing investment transactions ensuring accuracy in line with original instructions
• Dealing with client queries
• Ensuring the back-office system is kept up to date
• To adhere to FCA regulations, internal policies and procedures at all times
   

This role is integral to enabling a first-class service to our financial planning clients. Training is available to support ongoing personal and professional development.

Essential Criteria

• Experience of working in an office environment, preferably financial services
• Fully conversant in Microsoft Office
• Proven Microsoft Excel skills
• Good communicator including digitally (camera's on)
• Attentive and methodical approach
• Organised and able to prioritise effectively
• Strong customer focus
   

Desirable Criteria

• Previous experience of working in financial services
• Certificate in Regulated Financial Services or equivalent professional financial services qualifications, either obtained or working towards
• Experience of using CURO
   

If you are interested in this position then please submit a copy of your CV to sam@artemisrecruitment.co.uk 

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