Financial Administrator - Ipswich

Artemis Recruitment Consultants Ltd; Ipswich; Hybrid; GBP 25,000 - 27,000; Full time

Job summary

A leading recruitment consultancy is seeking a Financial Administrator for their SJP Practice in Ipswich. The successful candidate will provide administrative support to Financial Advisers, ensuring efficient business processing and client liaison, in a hybrid work environment. Candidates should be detail-oriented, organized, and have experience in financial planning.

Qualifications

• Experience in a Financial Planning role is required.
• Must have excellent communication and written English skills.
• Flexibility and a positive attitude are essential.

Responsibilities

• Manage the Letter of Authority process and client review meetings.
• Update CRM and support Financial Advisers with administrative tasks.
• Handle client queries and manage stock orders.

Skills

Attention to detail

Communication

Analytical skills

Organizational skills

Initiative

Tools

Salesforce

Job description

Type of Position: Financial Administrator - Ipswich

Pay: £25k - £27k

Reference: Ipswich1

We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Ipswich. This role involves supporting Financial Advisers with administration, including business processing, financial administration, and client liaison. Proficiency with CRM systems such as Salesforce is required.

This position offers a hybrid working arrangement: 4 days in the office and 1 day remote.

Key Responsibilities:

1. Manage the Letter of Authority process from start to finish, providing regular updates to Advisers.
2. Provide weekly updates on in-progress Letters of Authority for the Weekly Practice update.
3. Prepare for client review meetings, including gathering necessary information.
4. Set up and send advice packs to clients post-meeting.
5. Send meeting confirmations and chase Advisers for meeting notes.
6. Update CRM and complete actions from meetings.
7. Complete client review documents and manage client birthday lists, gifts, and cards.
8. Perform general administration tasks such as post and printing.
9. Handle client queries via telephone.
10. Manage stock orders and property checks.
11. Welcome new clients via phone calls.
12. Book client review meetings and send Zoom invites.
13. Set up presentation packs and order newsletters and online accounts.
14. Process client withdrawals, register deaths, and update client details.
15. Support event planning and coordinate activities.
16. Write suitability letters, complete fund switches, and process business submissions.
17. Create and update client records in CRM.
18. Process deeds of assignment and chase pipeline business, updating Advisers accordingly.
19. Meet and greet clients, ensuring parking arrangements.
20. Support other roles as needed.

Experience and Qualifications:

• Previous experience in a Financial Planning role.
• Positive attitude and flexibility.
• Exceptional attention to detail.
• Excellent communication and written English skills.
• Numerate, analytical, and well-organized.
• Ability to use initiative and multitask.
• Willingness to work additional hours when required.

If interested, please submit your CV to [e-mail].

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