Financial Administrator - Client-Focused Reporting

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

Job summary

A recruitment agency in the financial sector is seeking a Financial Administrator in Marlow. The successful candidate will maintain communications with clients and colleagues, support financial advisers, and ensure compliance with regulations. The role requires previous financial services experience and strong communication skills. This is a great opportunity to join a growing established practice with excellent staff benefits.

Benefits

Financial support for personal development

Great staff benefits

Qualifications

• Previous experience working in Financial Services desired.

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.
• Working alongside financial advisers to obtain information.
• Assessing objectives for clients to target the necessary solution.
• Creating and presenting suitability letters to financial advisers.
• Supporting additional needs such as acquiring information.
• Carrying out duties according to FCA rules and regulations.
• Keeping up to date with developments in finance.

Skills

Excellent communication

Problem solving

Flexible and adaptable

IT skills - Microsoft Office

Job description

A recruitment agency in the financial sector is seeking a Financial Administrator in Marlow. The successful candidate will maintain communications with clients and colleagues, support financial advisers, and ensure compliance with regulations. The role requires previous financial services experience and strong communication skills. This is a great opportunity to join a growing established practice with excellent staff benefits.