FINANCIAL ADMINISTRATOR - CAMBRIDGE

Artemis Recruitment Consultants Ltd; Cambridge; On-site; GBP 60,000 - 80,000; Full time

Job summary

A growing financial practice in Cambridge seeks a Financial Administrator to support client interactions and ensure efficient communications. The role involves working closely with clients and financial advisers while maintaining records of interactions. Candidates should possess strong communication and problem-solving skills, as well as previous experience in Financial Services. This position offers opportunities for professional development and other attractive staff benefits.

Qualifications

• Previous experience working in Financial Services desired.
• Excellent communication and problem-solving skills.
• Flexible and adaptable.

Responsibilities

• Keep close contact between clients and colleagues.
• Retrieve new and historic information about clients.
• Hold records of all communications with clients and colleagues.
• Work with financial advisers to obtain information for reports.
• Assess objectives to target necessary solutions.
• Create and present suitability letters to financial advisers.
• Support additional needs on behalf of financial advisers.
• Carry out duties according to Financial Conduct Authority rules.
• Stay updated with financial developments to benefit clients.

Skills

Communication skills

Problem-solving skills

Flexibility

Adaptability

Job description

Overview

Our client is looking for a Financial Administrator to assist their busy practice in Cambridge. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. The client will also offer financial support with personal development, in addition to other great staff benefits.

Responsibilities

• Keeping close contact between clients and colleagues
• Retrieving new and historic information about individual clients
• Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
• Working alongside financial advisers to obtain information as part of the process of creating financial reports
• Assessing objectives for individual clients to target the necessary solution
• Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
• Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client
• Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
• Keeping up to date with any developments in the world of finance to benefit the needs of clients

Experience / Knowledge required

• Previous experience working in Financial Services desired
• Excellent communication and problem solving skills
• Flexible and adaptable

This is a great opportunity to join a growing established practice and work alongside a team of professionals. Please email your CV to [e-mail]

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