Financial Administrator - London

Artemis Recruitment Consultants; London; Hybrid; GBP 25,000 - 40,000; Full time

Job summary

A leading consultancy seeks an articulate financial services administrator for a full-time permanent role in London. The position involves client interactions, record-keeping, and report preparation. The successful candidate will demonstrate excellent attention to detail and strong communication skills. A hybrid work environment is provided, balancing office and home office.

Benefits

Support for professional career study

Qualifications

• Experience in financial services sector is required.
• Ability to work independently and proactively.

Responsibilities

• Act as point of contact between advisers, clients, and providers.
• Maintain electronic client files and accurate records.
• Prepare valuations and reports for client meetings.

Skills

Attention to detail

Communication

Prioritisation

Tools

Curo CRM

Job description

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

ef9e372fccf9

Job Views:

41

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London.

Key responsibilities:

• Acting as the point of contact between advisers, clients and third party product providers
• Establishing and maintaining electronic client files (Curo CRM)
• Obtaining information and maintaining accurate records
• Sourcing quotations, illustrations and supporting documentation
• Preparing valuations, reports and other material for client meetings
• Processing new business applications and maintaining accurate records of transactions
  

The role requires the following key attributes;

• Detail: excellent attention to detail
• Prioritisation: the ability to work independently and proactively
• Communication: strong written and verbal communication skills
  

Support for professional career study is available.

Our client currently works on a hybrid basis, working 4 days in office and 1 day working from home.