Financial Administrator - Brighton

Artemis Recruitment Consultants; Brighton; On-site; GBP 25,000 - 35,000; Full time

Job summary

A growing financial practice in Brighton is seeking a Financial Planning Administrator to enhance client interactions and support financial advisers. This role involves ensuring compliance with regulations, maintaining detailed client records, and facilitating effective communication within the team. Ideal for individuals keen on developing their career in finance.

Qualifications

• Strong communication skills to liaise with clients and colleagues.
• Ability to maintain accurate records and adhere to regulations.
• Understanding of financial products and services is beneficial.

Responsibilities

• Maintain contact between clients and colleagues.
• Retrieve and maintain client information records.
• Create and present suitability letters to financial advisers.

Skills

Communication

Organization

Attention to Detail

Job description

Our client is looking for a Financial Planning Administrator to assist their busy practice in Brighton. 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
• Maintaining records of all verbal, written, or electronic communication with colleagues, clients, and third parties
• Working alongside financial advisers to obtain information for creating financial reports
• Assessing objectives for individual clients to target necessary solutions
• Creating and presenting suitability letters to financial advisers, adhering to company policies and current regulations
• Supporting additional needs on behalf of financial advisers, such as acquiring information on processes in business, tax, and other fields beneficial to the client
• Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
• Keeping up to date with developments in the finance industry to better serve clients

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