Financial Administrator - Burgess Hill

Artemis Recruitment Consultants Ltd; Burgess Hill; On-site; GBP 15,000 - 21,000; Part time

Job summary

A financial recruitment firm is seeking a part-time Financial Administrator to support their busy practice in Burgess Hill. The role involves maintaining records, supporting advisers, and assessing client objectives while ensuring compliance with industry regulations. This position offers a chance to be part of a growing team dedicated to delivering exceptional service.

Qualifications

• Relevant experience in financial administration or a similar role.
• Knowledge of financial regulations and industry standards.
• Ability to manage multiple tasks effectively.

Responsibilities

• Maintain communication with clients and colleagues.
• Support financial advisers by gathering necessary information.
• Ensure compliance with Financial Conduct Authority regulations.

Skills

Communication

Attention to Detail

Organizational Skills

Job description

Type of Position: Financial Administrator - Burgess Hill

Financial Administrator - Burgess Hill

Our client is looking for a Financial Planning Administrator to assist in their busy practice in Burgess Hill. This will be a part-time position, 3 days a week. You will be responsible for ensuring that tasks are carried out as instructed, while maintaining contact with relevant people.

You will be:

1. Keeping close contact between clients and colleagues
2. Retrieving new and historic information about individual clients
3. Maintaining records of all verbal, written, or electronic communication with colleagues, clients, and third parties
4. Working alongside financial advisers to obtain information for creating financial reports
5. Assessing objectives for individual clients to target appropriate solutions
6. Creating and presenting suitability letters to financial advisers, adhering to company policy and current regulations
7. Supporting additional needs of financial advisers, such as acquiring information on processes in business, tax, and other relevant fields
8. Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
9. Staying 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.

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