Financial Administrator (SJP) - Chatham

TN United Kingdom; Chatham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company is seeking a Financial Administrator for their SJP Practice in Chatham. The role involves supporting Financial Advisers with various administrative tasks, client interactions, and maintaining CRM systems. Full training is provided, along with opportunities for career progression within the SJP Accreditation Framework.

Qualifications

• Experience in a Financial Planning role required.
• Exceptional attention to detail and strong organizational skills.
• Flexible and adaptable with a proactive attitude.

Responsibilities

• Support Financial Advisers with administration and client liaison.
• Maintain and update CRM systems for workflow management.
• Audit cases for document accuracy and compliance.

Skills

Attention to detail

Organizational skills

Analytical skills

Written English

Numeracy

Initiative

Multitasking

Positive attitude

Flexibility

Tools

Salesforce

Job description

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Financial Administrator (SJP) - Chatham, Chatham

Job details:

• Client:
• Location: Chatham, United Kingdom
• Job Category: Other
• EU work permit required: Yes

Job Reference:

f7eca1443f20

Job Views:

3

Posted:

21.05.2025

Expiry Date:

05.07.2025

Job Description:

Financial Administrator (SJP) - Chatham

We are seeking an experienced Financial Administrator to join our client's SJP Practice in Chatham. Responsibilities include supporting Financial Advisers with administration, business processing, financial tasks, and client liaison. The role involves using CRM systems like Salesforce.

Key Responsibilities:

1. Provide technical and administrative support, respond to client inquiries, liaise with third parties, and support at client meetings.
2. Issue letters of authority (LOAs) to providers.
3. Follow up with financial institutions for requested information.
4. Communicate via telephone with Administration Centres and Paraplanners.
5. Draft and proofread documents, including correspondence, presentations, and illustrations.
6. Create and update client records and databases with financial and personal data.
7. Maintain and update CRM to manage workflow effectively.
8. Input policy information into the CRM.
9. Onboard new clients onto the CRM.
10. Prepare client files for review meetings.
11. Provide status updates to clients regarding transfers, withdrawals, etc.
12. Complete illustrations and applications for new business.
13. Process new business and follow through to completion.
14. Audit cases to ensure document accuracy.
15. Ensure compliance of new business and client files.
16. Maintain accurate computer and compliance records.
17. Manage the SJP meeting review process and business pipeline.
18. Learn to write basic suitability letters.
19. Assist with marketing administration.
20. Perform other ad hoc duties.

Full training provided with opportunities for progression within the SJP Accreditation Framework.

Experience and Qualifications:

• Previous experience in a Financial Planning role.
• Positive, proactive attitude.
• Flexible and adaptable.
• Exceptional attention to detail.
• Excellent written English, numeracy, and analytical skills.
• Strong organizational skills.
• Ability to use initiative and multitask.
• Willing to work additional hours when required.

If interested, please submit your CV to [emailprotected].

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