Financial Administrator: Client Services & Compliance

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

Benefits offered by this job

Personal development support

Staff benefits

Job summary

Artemis Clarke Ltd is seeking a Financial Administrator to support a busy practice in Marlow. You will maintain records, liaise between clients and colleagues, and work with financial advisers to prepare financial reports in line with policy.

Strong communication, problem-solving, and IT skills with Microsoft Office are essential. The role involves compliance with FCA regulations and ongoing professional development opportunities.

Qualifications

• Experience working in Financial Services is desirable
• Excellent communication and problem solving skills
• Flexible and adaptable
• IT skills – Microsoft Office

Responsibilities

• Keeping close contact between clients and colleagues
• Retrieving new and historic information about individual clients
• Holding records of all communications with colleagues, clients and third parties
• Working with financial advisers to obtain information for financial reports
• Assessing objectives for individual clients to target solutions
• Creating and presenting suitability letters to financial advisers, aligned with company policy and current regulations
• Supporting advisers by obtaining information on business processes, tax and related fields
• Carrying out duties in line with FCA rules and regulations
• Staying up to date with developments in the finance world to benefit clients

Skills

Communication

Problem solving

Flexibility

IT skills

Tools

Microsoft Office

Job description

Artemis Clarke Ltd is seeking a Financial Administrator to support a busy practice in Marlow. You will maintain records, liaise between clients and colleagues, and work with financial advisers to prepare financial reports in line with policy.

Strong communication, problem-solving, and IT skills with Microsoft Office are essential. The role involves compliance with FCA regulations and ongoing professional development opportunities.