Financial Administrator (SJP) - Brighton

TN United Kingdom; Brighton; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a skilled Financial Administrator in Brighton. This role is pivotal in supporting Financial Advisers through administrative tasks, client interactions, and meticulous record management. You'll leverage CRM systems like Salesforce to streamline processes and enhance client experiences. With a focus on compliance and attention to detail, this position offers a chance to grow within a supportive framework, making it ideal for proactive individuals eager to advance in the financial sector.

Qualifications

• Experience in a Financial Planning role is essential.
• Exceptional attention to detail and strong organizational skills required.

Responsibilities

• Provide technical and administrative support to Financial Advisers.
• Manage client records and ensure compliance with documentation.

Skills

Financial Planning

Client Liaison

Attention to Detail

Organizational Skills

Analytical Skills

Education

Experience in Financial Administration

Tools

Salesforce

Job description

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Client:

Location:

Brighton, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

128d081c367b

Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Brighton. This position involves supporting Financial Advisers with administration, including business processing, financial administration, and client liaison. The role requires use of CRM systems like Salesforce.

Key Responsibilities:

• Provide technical and administrative support, respond to client inquiries, liaise with third parties, and support at client meetings.
• Issue letters of authority (LOAs) to providers.
• Follow up with financial institutions for requested information.
• Communicate via phone with Administration Centres and Paraplanners.
• Draft and proofread documents such as client correspondence, presentations, and illustrations.
• Create and update client records and databases with financial and personal data.
• Maintain and update CRM to manage workflow effectively.
• Input policy information into CRM.
• Onboard new clients into CRM.
• Prepare client files for review meetings.
• Provide status updates to clients regarding transfers and withdrawals.
• Complete illustrations and applications for new business.
• Process new business and follow through to completion.
• Audit cases to ensure documentation is complete.
• Manage compliance requirements, ensuring files are fully compliant.
• Maintain accurate computer records and compliance documentation.
• Manage the SJP meeting review process.
• Manage business pipeline.
• Learn to write basic suitability letters.
• Assist with marketing administration.
• Perform other ad hoc duties.
• Full training provided with opportunities for progression within the SJP Accreditation Framework.

Experience and Qualifications:

• Experience in a Financial Planning role.
• Positive, proactive attitude.
• Flexibility and adaptability.
• 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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