Financial Administrator - Haywards Heath

Artemis Recruitment Consultants; Haywards Heath; On-site; GBP 15,000 - 25,000; Part time

Job summary

A leading company is seeking a part-time Financial Planning Administrator to support their practice in Haywards Heath. This role involves maintaining client relationships, assisting in financial reporting, and ensuring compliance with regulations. Join a growing team and help deliver exceptional service to clients.

Qualifications

• Experience in client communication and support.
• Understanding of financial regulations and compliance.
• Ability to work with financial advisers.

Responsibilities

• Maintain contact between clients and colleagues.
• Gather information for financial reports.
• Create suitability letters for financial advisers.

Skills

Client communication

Record-keeping

Financial reporting

Compliance knowledge

Industry awareness

Job description

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

Responsibilities include:

• Maintaining close contact between clients and colleagues
• Retrieving new and historic information about individual clients
• Keeping records of all communications with colleagues, clients, and third parties
• Working with financial advisers to gather information for financial reports
• Assessing client objectives to recommend suitable solutions
• Creating and presenting suitability letters to financial advisers, adhering to company policies and regulations
• Supporting additional needs such as process information in business, tax, and other relevant fields
• Complying with rules set by the Financial Conduct Authority
• Staying updated on financial industry developments to better serve clients

This is a great opportunity to join a growing, established practice and work alongside a team of professionals.