Financial Administrator (SJP) - Colchester

Artemis Recruitment Consultants Ltd; Colchester; On-site; GBP 23,000 - 25,000; Full time

Job summary

A leading recruitment firm is seeking an experienced Financial Administrator to support Financial Advisers in Colchester. The role encompasses a range of administrative duties focusing on client liaison and compliance management, with opportunities for training and progression within the SJP Accreditation Framework.

Qualifications

• Previous experience in a Financial Planning role is required.
• Must have a can do attitude and be flexible and adaptable.
• Exceptional attention to detail is essential.

Responsibilities

• Provide administrative support to Financial Advisers and manage client communications.
• Maintain accurate records and manage compliance requirements.
• Liaise with financial institutions and draft client correspondence.

Skills

Attention to detail

Organisational skills

Flexibility

Analytical

Communication

Tools

CRM systems

Salesforce

Job description

Type of Position: Financial Administrator (SJP) - Colchester
Pay: £23k - £25k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Colchester. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).

Key Responsibilities:

• Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
• Issuing letter of authorities (LOAs) to providers
• Chasing financial institutions to provide requested information
• Telephone liaison with Administration Centres and Paraplanners
• Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc
• Creating and updating client records and our databases with financial and personal data
• Maintaining and accurately updating the CRM - using it to effectively manage the business workflow
• Deciphering policy information and inputting into the company CRM
• On boarding new clients to our company CRM
• Preparing client files for review meetings
• Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
• Completing illustrations and applications for new business
• Processing New Business and chasing through to completion
• Processing Application forms
• Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
• Manage the compliance requirements of the business – Ensure new business and client files are fully compliant
• Maintaining accurate computer records
• Managing company compliance records
• Managing the new SJP meeting review process
• Managing business pipeline
• Learning to write basic Suitability Letters
• Assisting with marketing administration
• Other adhoc duties
• Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework
  

Experience and Qualifications:

• Previous experience within a Financial Planning role
• Must have a can do attitude
• Must be flexible and adaptable
• Exceptional attention to detail is paramount
• Excellent written English, numerate and analytical
• Strong organisational skills
• Ability to use own initiative and Multi task
• Able to work additional hours when required
  

This position will be an office based role.

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