Financial Administrator - Artemis Recruitment Consultants Ltd : Job Details

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.