Business Processing Executive (Maternity Cover)

Sapphire Financial Planning Ltd; Whiteley; Hybrid; GBP 25.000 - 30.000; Vollzeit

Benefits dieser Stelle

Holiday entitlement

Training and development

Bonus opportunity

Zusammenfassung

A financial planning firm in the UK seeks a Business Processing Executive on maternity cover. This entry-level role involves client liaison during investment processing, ensuring documentation accuracy and compliance, while working both remotely and in the office every Friday. Ideal candidates should have a background in financial services or client servicing, strong organisational and communication skills, and proficiency in IT. The position offers a full-time fixed-term contract with various benefits including holiday entitlement and training opportunities.

Qualifikationen

• Experience in financial services administration or client servicing.
• Strong organisational skills and attention to detail.
• Confident communicator with a professional manner.

Aufgaben

• Liaise with clients throughout the investment processing journey.
• Ensure documentation is complete, accurate, and recorded.
• Maintain strong attention to detail and compliance.

Kenntnisse

Financial services administration

Client servicing

Organisational skills

Communication skills

IT proficiency

Jobbeschreibung

Business Processing Executive (Maternity Cover)

Remote (UK) + office-based every Friday in Whiteley, Hampshire.

Fixed-term contract: January 2026 – June 2027.

Working hours (weekly):

• Tuesday & Thursday: 9:30am – 2:45pm
• Friday (in office): 9:00am – 5:00pm

Sapphire Financial Planning is looking for an organised, client-focused Business Processing Executive to join us on a maternity cover basis. This role is central to ensuring client investment business is processed smoothly, accurately and in line with required policies and procedures.

About Sapphire Financial Planning

Sapphire Financial Planning is a financial planning firm providing advice and ongoing support to individuals and families. We pride ourselves on clear communication, high service standards and a robust approach to governance and client care. We operate in association with St. James’s Place Wealth Management, a leading UK wealth management business providing financial advice and investment management solutions, alongside strong operational and regulatory frameworks.

The role

You’ll liaise with clients who are making investments, working closely with our advisers, internal administration teams and third-party providers to oversee cases end-to-end and keep everything progressing efficiently.

Key responsibilities

• Act as a point of contact for clients throughout the investment processing journey, providing clear updates and guidance.
• Liaise with advisers, internal administration teams and third-party providers to progress applications through to completion.
• Ensure documentation is complete, accurate and recorded appropriately at each stage.
• Oversee case pipelines, proactively chasing outstanding items and resolving queries to prevent delays.
• Maintain strong attention to detail, ensuring files are audit‑ready and compliant with internal procedures.

What we are looking for

• Experience in financial services administration, business processing or client servicing (financial planning environment preferred).
• Strong organisational skills and attention to detail.
• Confident communicator with a professional and friendly manner.
• Comfortable working remotely and managing workload independently.
• Strong IT skills and confidence using systems, email and provider platforms.

What we offer

• Holiday entitlement
• Training and development
• Bonus opportunity
• A supportive team and structured onboarding

Seniority level

Entry level

Employment type

Full-time

Industries

Investment Management

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