Financial Administrator (SJP) - London

Artemis Recruitment Consultants; London; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment consultancy is seeking a Financial Administrator to join a SJP Practice in London. This hybrid role requires support for office management and financial advisement, with tasks including diary management, client interaction, and financial reporting. Ideal candidates will have excellent organisational skills and a commitment to client service.

Qualifications

• Strong attention to detail and accuracy.
• Highly motivated with a great work ethic.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Diary and email management.
• Accurately recording meeting notes within Salesforce.
• Managing client actions using Salesforce Tasks.

Skills

Attention to detail

Self-motivated

Organised

Ability to multitask

Client service

Tools

Salesforce

Job description

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

8df81674699c

Job Views:

2

Posted:

07.07.2025

Expiry Date:

21.08.2025

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Job Description:

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This position will be based with a SJP Practice in Central London - hybrid working is available, with 4 days office based and 1 day working remotely.

PRINCIPAL DUTIES

· Diary and Email Management

· Accurately recording all meeting records and notes within Salesforce

· Managing client actions using Salesforce Tasks

· Sending and chasing LOA’s

· Preparing transfers packs.

· Preparing Voyant reports. Inputting the client’s information in order to create a base plan, create ‘what if’ scenarios and generate reports

· New business case submissions.

· Meeting pack preparation - for existing and potential client meetings

· Managing client actions using Tasks

· Submitting fund switches and obtaining product valuations

· Confirming receipt of client’s funds and informing the client

· Using all SJP systems effectively to support your daily tasks

· Any ad hoc requests the Partner may want you to undertake

· Prep and write review packs

PERSON SPECIFICATION

· Strong attention to detail and accuracy of reporting is a necessity for this role

· Highly motivated, with a great work ethic

· Ability to work under pressure and meet deadlines

· Committed to delivering first-class client service

· Extremely organised with the ability to multi-task

· Resilient personality

· Accountable for own actions

· Discrete and professional in all communication

· Adaptable and flexible

· Willingness to challenge in a constructive and non-confrontational manner

· Self-motivated and willing to work at times in isolation and as part of a wider team