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What we do

At Artemis Recruitment, we specialise in connecting outstanding talent with leading firms across the financial planning and wealth management industry.
With years of sector-specific experience, we understand the unique demands of roles such as Paraplanners, Financial Advisers, Administrators, and Compliance professionals. Whether you're an ambitious candidate seeking your next opportunity, or a business looking to hire high-calibre professionals, we offer a tailored, confidential service designed to deliver results.
We recruit for:
<ul>
<li>Independent Financial Advisers (IFAs)</li>
<li>SJP Partner Practices</li>
<li>Wealth Management Firms</li>
<li>Financial Planning Practices</li>
</ul>
 If you're ready to take the next step in your career &mdash; or you're looking to grow your team - get in touch with our expert consultants today.

Client Services Consultant Starting Salary: From 40,000 per year Job Type: Full-time | No weekends | 37.5-hour week Flexible working: Choose between a 9-day fortnight (an extra day off every two weeks) or a standard Monday-Friday week with flexi time. 2 days working from home per week hybrid. Key Responsibilities An experienced and knowledgeable professional who has worked in this sector for a number of years. Familiar with all elements of operating SSAS pension schemes. Capable of working unsupervised. Build and maintain positive working relationships with clients, IFAs and key stakeholders. Handle general scheme correspondence. Handle all pension scheme investments, top-ups and sales, including standard and non-standard investments, loans, commercial property transactions and unquoted equity. Process retirement benefit and pension drawdown requests and arrange pension payment through pension payroll. Carry out fund split calculations for benefit and anniversary purposes. Handle various types of death benefit payment and ensure work is completed within regulatory deadlines. Handle any pension sharing orders on divorce cases and ensure work is completed within regulatory deadlines. Make pension scheme alterations. Process contributions, transfers-in and transfers-out. Liaise with banks, insurance companies and investment providers. Handle all pension scheme enquiries by telephone, email, in writing or face to face/video call. Attend and hold client/introducer meetings both on-site and externally. Issue standard reminder letters. Perform pension scheme administrative tasks which arise. File all regulatory returns, specifically pension scheme returns, event reports, accounting for tax returns and TPR returns. Update the back-office system. Produce Trust Deeds and Trustee Resolutions. Make clear and concise telephone and file notes and write both standard and non-standard letters in a clear, concise and grammatically correct manner. Provide exceptional customer service. Assist colleagues with queries and provide on-the-job training. Provide client operations information to the management team. Maintain an active CPD (Continuing Professional Development) log. Work within defined company policies and procedures, as well as the risk and governance framework. Act with professionalism and integrity in all contact with colleagues, members and third parties. Skills, Knowledge &amp; Experience Significant experience of SSAS pension schemes. Experienced customer service skills. A strong understanding of registered pension schemes and HMRC pension legislation (essential). Strong written and verbal communication skills. Ability to follow policies and procedures methodically. High standard of work, accurate record keeping and attention to detail. Good numerical skills. A team player and able to work independently using your own initiative. Good analytical and problem-solving skills. Ability to work in a fast-paced environment whilst dealing with a high number of cases; workload is managed efficiently and effectively as a result. Excellent time management and the ability to work under pressure to meet deadlines. Preferred experience: SSAS pension administration experience: 5 years (preferred). Financial services/other pensions industry: 8 years (preferred). Education: A-Level or equivalent (preferred). Benefits 25 days’ holiday plus bank holidays. 2 days holiday between Christmas and New Year, where 1 day is worked at reduced hours. 9-day fortnight (extra day off every two weeks) or standard Monday-Friday with flexi time. Work from home up to 2 days a week. Company pension scheme. Death in service benefit. Annual discretionary bonus. Support with professional qualifications – course fees, examination fees and study leave. Access to online learning platforms. Employer-funded team events. Sick pay. Job Types: Full-time, Permanent Pay: From 40,000.00 per year Benefits: Company pension Flexitime Sick pay Work from home Experience: Operating SSAS pension schemes: 2 years (required)

SSAS Pensions Client Services Consultant

We’re looking for an experienced Financial Administrator to join our team and play a key role in supporting advisers, paraplanners and clients. You will need a strong background in administration and financial services, with exceptional attention to detail, excellent organisational skills and a drive to succeed. The Opportunity This is an excellent opportunity for an experienced Financial Services Administrator who enjoys working in a fast-paced environment, takes pride in accuracy and is looking to build a long-term career within a growing wealth management business. You’ll work closely with advisers and paraplanners, helping to ensure recommendations are implemented efficiently while maintaining high standards of client service. What You’ll Be Doing Preparing and processing new business applications Managing Letters of Authority and provider requests Obtaining pension, investment and protection information Managing provider correspondence and following up on outstanding requests Preparing meeting packs and presentations Supporting advisers and paraplanners with case preparation Assisting with suitability report preparation and business processing Maintaining accurate client records and back-office systems Liaising with clients, providers and professional connections Monitoring and progressing business through to completion Producing accurate documentation in accordance with regulatory standards Using initiative to deal with matters in a timely and effective manner What We’re Looking For Essential Minimum 5 years’ experience within an Independent Financial Adviser (IFA) practice Strong knowledge of pensions, investments and ISAs Previous experience processing new business Excellent attention to detail Strong organisational and communication skills Ability to manage multiple tasks and competing priorities A proactive attitude and willingness to take ownership Good working knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint Appropriate training will be provided where required. Desirable Experience using Intelligent Office Previous Technical Administrator experience CII qualifications or currently studying towards relevant qualifications Experience supporting paraplanners or advisers What We Offer Competitive salary based on experience Company pension Private medical insurance Annual bonus scheme Referral programme Ongoing training and development Career progression opportunities Support towards professional qualifications Modern office environment Friendly and supportive team environment If you’re looking for an exciting new challenge and want to develop your career within a dynamic and growing wealth management business, we’d love to hear from you.

Financial Administrator - IFA firm

IFA Administrator Location: Farnborough, Hampshire Salary: 27,000 – 35,000 Contract: Full-time, Permanent About the Role An excellent opportunity has arisen for an experienced IFA Administrator to join a busy Financial Services team based in Farnborough. You will provide administrative and client servicing support to Financial Advisers, clients and product providers, with a particular focus on new business processing and case management . This role would suit an experienced IFA Administrator or Financial Services Administrator who is confident managing new business cases and enjoys working in a client-focused environment. Key Responsibilities Provide day-to-day administrative support to Financial Advisers Process new business across investments, ISAs, GIAs, bonds, pensions and protection Manage cases from initial submission through to completion Monitor and manage the new business pipeline Liaise with Financial Advisers, clients and product providers Chase outstanding information and documentation Handle new business queries by telephone and email Raise new business invoices Book annual client review meetings Maintain accurate client and case records Ensure cases are progressed within agreed timescales and SLAs Provide a high level of client service and administrative support About You The successful candidate will ideally have previous experience within an IFA, Financial Planning or Wealth Management environment . You will have: Previous experience as an IFA Administrator, Financial Services Administrator or similar Experience of new business processing Knowledge of investments, pensions, ISAs, GIAs, bonds and protection Experience liaising with clients, Financial Advisers and providers Excellent attention to detail and accurate data entry skills Strong organisation and time management skills The ability to manage multiple cases and meet deadlines Confident telephone and written communication skills Good working knowledge of Microsoft Word and Excel A professional, proactive and customer-focused approach Experience across all product areas is not essential; a good breadth of Financial Services administration experience is preferred. Qualifications 5 GCSEs at grades A-C / 9-4, including Maths and English Financial Services qualifications such as CII would be advantageous but are not essential Benefits Private Medical Insurance Income Protection – 75% of salary for up to 3 years Life Assurance – 4x salary Critical Illness Cover – 50,000 lump sum Pension – 6% employer contribution / 3% employee contribution Training and development opportunities Apply Now If you have previous IFA or Financial Services administration experience and are looking for your next opportunity in Farnborough, we would be keen to hear from you.

IFA Administrator

Senior Pension Administrator Location: Ramsbottom, Greater Manchester Salary: 26,000 per annum Job Type: Full-time, Permanent Working Pattern: Office-based No weekends Flexible Working Choose between a 9-day fortnight , giving you an extra day off every two weeks, or a standard Monday–Friday working week with flexi-time. About the Role An excellent opportunity has arisen for an experienced Senior Pension Administrator to join a well-established and specialist pensions business based in Ramsbottom. The role will involve supporting Account Managers with the day-to-day administration of pension schemes, while taking increasing responsibility for your own portfolio of approximately 50 SSAS pension schemes . This is a fantastic opportunity for an experienced Pension Administrator looking to develop their career, with a clear progression pathway towards an Account Manager position. You will work closely with clients, IFAs, accountants, investment providers and other professional contacts, providing a high level of service while ensuring pension administration is completed accurately and within required timescales. Key Responsibilities Manage general pension scheme correspondence. Process pension scheme investments and disinvestments. Process contributions, transfers-in and transfers-out. Process pension scheme payments. Prepare and issue scheme anniversary packs, invoices and reminder letters. Liaise with banks, insurance companies and investment providers. Obtain valuations and assist with investment registrations and changes to signatories. Liaise with IFAs, accountants and other professional introducers. Deal with client and third-party enquiries by telephone and email. Maintain accurate and up-to-date records on internal systems. Manage and prioritise your allocated workload and portfolio. Act as a day-to-day contact for clients, IFAs and professional introducers. Escalate complex or higher-risk matters where appropriate. Progress scheme alterations, Trust Deeds and Trustee Resolutions within your level of competence. Support more complex scheme work, including non-standard investments, retirement benefits, drawdown and fund split calculations. Work towards taking increasing ownership and responsibility for your portfolio. Assist with new pension scheme setups and IFA relationships where required. Support regulatory and HMRC pension scheme returns. Attend client and IFA meetings where appropriate. Assist with new business follow-ups and general office administration. About You The ideal candidate will have: Previous experience within pension administration , ideally with SSAS schemes. Approximately 2 years' SSAS pension administration experience preferred. Strong administration and organisational skills. Excellent attention to detail and accuracy. Good numerical and analytical ability. Excellent written and verbal communication skills. Confidence dealing directly with clients, IFAs and professional contacts. The ability to manage multiple priorities and work to deadlines. A professional and customer-focused approach. The ability to work independently and as part of a team. Good computer skills and confidence using administrative systems. A proactive approach with the ability to use initiative and judgement. What’s on Offer 26,000 per annum Full-time, permanent position Monday–Friday, no weekend working Choice of 9-day fortnight or standard week with flexi-time Yearly discretionary bonus Life assurance Sick pay Company events Clear progression pathway towards Account Manager Opportunity to develop your SSAS and pension administration knowledge Supportive working environment within a specialist pensions business Apply Now If you are an experienced Pension Administrator with SSAS experience and are looking for the next step in your career, this could be an excellent opportunity to develop your skills and progress towards an Account Manager position. Apply today to find out more.