Financial Planning Support - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 25,000 - 32,000; Full time

Job summary

A leading company in London is seeking a Financial Planning Support professional to join their administration team. The role encompasses ensuring client satisfaction by managing records and documentation while requiring strong financial services experience and attention to detail.

Qualifications

• Relevant financial services experience is essential.
• Knowledge of Salesforce is desirable.

Responsibilities

• Act as point of contact between advisers, clients, and providers.
• Maintain electronic client files and accurate records.
• Process new business applications.

Skills

Attention to detail

Written communication

Verbal communication

Independence

Proactivity

Tools

Salesforce

Job description

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London

03/05/2024

Type of Position: Financial Planning Support - London
Pay: £25k - £32k

Our client is looking for a talented individual to join their team. You will have relevant financial services experience and will be based in a full-time permanent role in the administration team in London.

Key tasks will include:

• Acting as the point of contact between advisers, clients and third party product providers
• Establishing and maintaining electronic client files (Salesforce 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
  

Skills and Experience:

• Relevant financial services experience is essential
• Some knowledge of the Salesforce back office system is desirable
• Excellent attention to detail
• The ability to work independently and proactively
• Strong written and verbal communication skills
  

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