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    Client Managing Director - Worthing, West Sussex, United Kingdom - Artemis Recruitment Consultants Ltd

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    Description
    Financial Client Executive - Worthing - Artemis Recruitment Consultants Financial Services
    Financial Client Executive - Worthing
    Financial Client Executive - Worthing

    Our client, based in Worthing, is looking for an experienced Financial Client Executive to join their team to help provide efficient administrative support to clients and senior members of staff.

    You will supporting several Financial Adviser's within the firm with administration for the financial planning clients which will involve co-ordinating with your adviser and completing a variety of tasks.

    Administering new client pensions, investment, and risk contracts
    Managing and coordinating annual client reviews which includes production of valuations
    Ensuring the back-office system is kept up to date
    To adhere to FCA regulations, internal policies and procedures at all times
    This role is integral to enabling a first-class service to our financial planning clients. Training is available to support ongoing personal and professional development.
    Experience of working in an office environment, preferably financial services
    Fully conversant in Microsoft Office
    Proven Microsoft Excel skills
    Previous experience of working in financial services
    Certificate in Regulated Financial Services or equivalent professional financial services qualifications, either obtained or working towards
    Your Name (required)


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