Financial Administrator - Burgess Hill

Artemis Recruitment Consultants; Burgess Hill; On-site; GBP 60,000 - 80,000; Part time

Job summary

A recruitment consultancy is seeking a part-time Financial Planning Administrator in Burgess Hill. The role involves maintaining communication with clients and colleagues, documenting interactions, and assisting financial advisers. Ideal candidates should have experience in financial administration and knowledge of FCA regulations. This position offers a great opportunity to work in a professional environment.

Qualifications

• Experience in financial administration is preferred.
• Ability to collaborate effectively with financial advisers.
• Familiarity with FCA rules and regulations.

Responsibilities

• Maintain communication between clients and colleagues.
• Document all communication with clients.
• Support financial advisers in their processes.

Skills

Communication skills

Attention to detail

Knowledge of finance

Job description

Financial Administrator - Burgess Hill

Our client is seeking a Financial Planning Administrator to support their busy practice in Burgess Hill. This is a part-time position, 3 days a week. The role involves ensuring that tasks are completed accurately and maintaining contact with relevant parties.

Responsibilities include:

1. Maintaining communication between clients and colleagues
2. Retrieving and updating information about clients
3. Documenting all communication with clients, colleagues, and third parties
4. Collaborating with financial advisers to gather information for financial reports
5. Assessing client objectives to recommend suitable solutions
6. Preparing and presenting suitability letters in accordance with company policies and regulations
7. Supporting financial advisers with additional information on processes, tax, and other relevant fields
8. Adhering to FCA rules and regulations
9. Staying informed about developments in finance to better serve clients

This role offers a great opportunity to join a growing, established practice and work with a team of professionals.