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 (Salesforce 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 Salesforce 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 

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