Financial Administrator

Artemis Clarke Ltd; Wolverhampton; On-site; GBP 21,000 - 32,000; Full time

Job summary

Artemis Clarke Ltd is recruiting a Financial Administrator in Wolverhampton to join a growing team at a respected financial planning firm. You will prepare monthly client valuations and support reviews, liaise with product providers, and help progress client transfers.

The role involves scheduling meetings, reporting preparation, and maintaining accurate client records within a collaborative team environment. Prior experience in financial services or an IFA setting is preferred.

Qualifications

• Experience within financial services or an IFA environment is desirable.
• Excellent organisational and time management skills are essential.
• Attention to detail and proactive under pressure are required.

Responsibilities

• Preparing monthly client valuations and supporting review processes.
• Contacting product providers to obtain plan information for new and existing clients.
• Scheduling client review meetings and assisting with report preparation.
• Liaising with providers and stakeholders to progress client transfers.
• Maintaining accurate client records and updating internal systems.

Skills

Organisational skills

Time management

Attention to detail

Team collaboration

Financial services experience

Job description

Financial Administrator

We are recruiting on behalf of a highly regarded financial planning firm looking to welcome a motivated Administrator to its growing team in Wolverhampton. This is an excellent opportunity to join a supportive business delivering exceptional service to advisers and clients.

What You Will Be Doing

• Preparing monthly client valuations and supporting review processes
• Contacting product providers to obtain plan information for new and existing clients
• Scheduling client review meetings and assisting with report preparation
• Liaising with providers and stakeholders to progress client transfers
• Maintaining accurate client records and updating internal systems

We Are Looking For Someone Who

• Has excellent organisational and time management skills
• Has exceptional attention to detail and is proactive under pressure
• Enjoys working collaboratively within a team
• Ideally has previous experience within financial services or an IFA environment