Financial Planning Admin Specialist – North London

Artemis Recruitment Consultants Ltd; Greater London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A recruitment agency is seeking a skilled Financial Planning Support professional for a full-time position based in North London. The role involves acting as a key contact between advisers and clients, maintaining electronic files, and processing new business applications. Candidates must have at least five years of relevant experience, strong communication skills, and attention to detail. Knowledge of Curo (Microsoft Dynamics) is desirable. This is a permanent role with growth opportunities.

Qualifications

• Minimum five years of relevant industry experience required.
• Strong attention to detail is essential.
• Proactive work ethic is necessary.

Responsibilities

• Act as the point of contact between advisers, clients, and product providers.
• Establish and maintain electronic client files using Curo CRM.
• Obtain information and maintain accurate records.
• Source quotations and supporting documentation.
• Prepare valuations, reports, and material for client meetings.
• Process new business applications and transactions.

Skills

Excellent attention to detail

Ability to work independently

Strong written communication skills

Strong verbal communication skills

Education

Graduate Preferred

Tools

Curo (Microsoft Dynamics)

Job description

A recruitment agency is seeking a skilled Financial Planning Support professional for a full-time position based in North London. The role involves acting as a key contact between advisers and clients, maintaining electronic files, and processing new business applications. Candidates must have at least five years of relevant experience, strong communication skills, and attention to detail. Knowledge of Curo (Microsoft Dynamics) is desirable. This is a permanent role with growth opportunities.