Artemis Recruitment Consultants Ltd

Our client is seeking a highly organised and professional Financial Administrator to support a team of Independent Financial Advisers within a well-established and growing financial services practice. This is an excellent opportunity for an individual with strong administrative skills and an interest in financial services to join a collaborative and supportive environment where attention to detail and client service are highly valued. The successful candidate will play a key role in ensuring the smooth day-to-day running of the advisory process, providing administrative and client support to advisers while maintaining excellent standards of communication, accuracy, and regulatory compliance. Key Responsibilities Building and maintaining strong working relationships with clients, advisers, colleagues, and third-party providers to ensure a seamless client experience Acting as a key point of contact for clients and maintaining regular communication via telephone, email, and written correspondence Gathering, retrieving, and organising both new and historical client information to support financial planning and reporting processes Maintaining accurate and up-to-date records of all verbal, written, and electronic communications in line with company procedures and compliance requirements Supporting Independent Financial Advisers in the preparation and production of financial reports, recommendations, and client documentation Assisting with research and information gathering to help advisers identify suitable financial solutions that align with clients' objectives and circumstances Preparing suitability letters and related documentation in accordance with company policies, industry standards, and current regulatory requirements Liaising with providers, business contacts, and external organisations to obtain relevant information regarding pensions, investments, protection products, taxation, and other financial matters Providing additional administrative support to advisers across a variety of client and business-related activities Ensuring all duties are carried out in accordance with Financial Conduct Authority (FCA) regulations and internal compliance procedures Keeping up to date with industry developments, financial products, legislation, and regulatory changes to support both advisers and clients effectively Managing workloads efficiently while maintaining high levels of accuracy, professionalism, and confidentiality at all times Skills & Experience Previous experience within financial services administration or a similar professional services environment would be advantageous Strong organisational skills with the ability to prioritise tasks and manage multiple responsibilities effectively Excellent communication skills, both written and verbal High attention to detail and strong accuracy skills Ability to work independently as well as part of a team Proficient in Microsoft Office and confident using internal systems and databases A professional and client-focused approach at all times What's on Offer This is a fantastic opportunity to join a respected and expanding financial services practice where you will work alongside experienced professionals in a supportive and professional environment. The role offers long-term career development opportunities for someone looking to build their career within financial services and gain valuable industry experience. Please submit your CV to Josie at Artemis Recruitment.

We have a new opportunity for a Paraplanner to join our clients based in the City of London. The Paraplanner within the UK New Business team analyses prospective client portfolios to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the Team Leader, this role involves formulating asset allocation recommendations and preparing suitability reports. Key Responsibilities: - Evaluate prospective client objectives, portfolio holdings, time horizons, cash flow needs, and overall financial situation to determine suitable asset allocation recommendations. - Review and develop plans for clients with highly specialised financial situations. - Analyse prospective clients' existing pension and investment bond arrangements to determine whether a transfer is appropriate. - Create and deliver training for other teams as required. - Contribute to ad hoc projects aimed at improving operational efficiency. - Ensure regulatory compliance by adhering to internal policies and FCA requirements related to the provision of regulated advice. Qualifications & Experience: - University degree or equivalent combination of education and experience. - Level 4 Qualification preferred (CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma). - Minimum of 3 years' experience in financial services. - High attention to detail, with excellent organisational and time-management skills. - Strong numerical and analytical skills. - Ability to work effectively under pressure and within a dynamic team environment. - Deep understanding of financial planning principles and client suitability. - Required to complete an initial Fit & Proper (F&P) assessment prior to independent practice, with annual assessments thereafter to maintain compliance. If you would like to apply for this position, then please send your CV to Sam at Artemis Recruitment.

We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.

Our client is looking for an experienced Financial Services Administrator to join their supportive and friendly team in Horsham . This is a fantastic opportunity for someone who thrives in a professional yet relaxed environment and is looking to develop within a close-knit and experienced firm. About the Role You'll play a key role in supporting our Financial Advisers by delivering high-quality administrative support across pensions and investments. Your attention to detail and client-first attitude will help ensure a smooth and efficient client journey from start to finish. Key Responsibilities Provide comprehensive administrative support for Financial Advisers. Manage and maintain client records within our CRM system. Prepare annual review packs - reports via Dynamic Planner Draft post review letters Process new business applications and ongoing client transactions, including fund switches, income and withdrawals. Keep clients updated throughout the process. Skills & Experience Required Previous experience within the Financial Services industry is essential. Strong organisational skills with a methodical and accurate approach. Ability to work under pressure and manage multiple tasks efficiently. Excellent communication skills across all levels. A genuine team player with a high level of integrity. What We Offer Salary of £30,000 - £35,000 (dependent on experience). 23 days holiday (increasing annually to 25 days), plus bank holidays. Death in Service (DIS) & Income Protection. Company Pension. Discretionary bonus scheme. Parking available nearby. Please submit your CV to Chloe at Artemis Recruitment.

Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent basis. This is a remote role , meaning you'll mainly work from home with regular time in your local office to collaborate, connect and support your team in person. Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs. You'll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it's information gathering, planning, or creating reports-your expertise will help ensure we continue providing outstanding client service. What You'll Be Doing Here's a snapshot of what your day-to-day might look like: Supporting consultants with technical and investment advice across all areas of wealth management Preparing, reviewing, and updating proposals, letters, and reports-always keeping the client's goals and risk profile front of mind Assisting with the delivery of the Group's products and services, including cash management, tax products, and bespoke client solutions What You'll Bring Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered) Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions Solid understanding of current regulations, legislation, and compliance procedures This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required Please submit your CV to Sam at Artemis Recruitment.