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Artemis Recruitment Consultants Ltd
,
London, Greater London
Private Client Financial Administrator
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Job Type: Full-time |
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Salary: £27,000 per annum |
Overview
We are looking for a Private Client Financial Administrator to support a Senior Adviser within our client’s growing firm. You will be the first point of contact for Private Client Services Partners (PCS) and their clients. You will need to have a full understanding client requirements, manage workflow, assist Partner with all aspects of client experience, deliver training and manage junior Financial Administrators, ensure information packs are generated, all information from providers is up to date, documents are collated, liaise with product providers, liaise with Partners and Paraplanners to ensure delivery in line with client expectations. You will need to have previous experience in a Financial Administration role dealing with HNW clients, strong organisation skills, be a confident communicator both verbally and written, have excellent attention to detail and be a team player. You will preferably have used Intelligent Office system. Please email CV for more information about this exciting role.