Financial Planning Support - London

Artemis Recruitment Consultants; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment consultancy is seeking a talented individual for a financial administration role in London. You will handle client interactions and maintain important records, requiring relevant financial services experience and strong communication skills. This full-time permanent position offers an exciting opportunity for professional growth in a dynamic team.

Qualifications

• Relevant financial services experience is essential.
• Some knowledge of Salesforce back office system is desirable.
• Excellent attention to detail.

Responsibilities

• Acting as the point of contact between advisers, clients, and third party providers.
• Preparing valuations and reports for client meetings.
• Processing new business applications and maintaining records.

Skills

Attention to detail

Strong written communication skills

Strong verbal communication skills

Independence

Proactivity

Relevant financial services experience

Tools

Salesforce 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:

4f4b89fa20c1

Job Views:

5

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

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