Financial Administrator (SJP) - London, Harrow

Type of Position: Financial Administrator (SJP) - London, Harrow
Pay: £20k - £30k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Harrow, London. 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 letters of authority (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, and illustrations.
• 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 it into the company CRM.
• Onboarding new clients to our company CRM.
• Preparing client files for review meetings.
• Providing regular status updates to clients regarding the status of transfers, withdrawals, and other matters.
• Completing illustrations and applications for new business.
• Processing New Business and chasing through to completion.
• Processing application forms.
• Completing an audit at the end of each case to ensure that all documents are where they are supposed to be.
• Managing the compliance requirements of the business – ensuring new business and client files are fully compliant.
• Maintaining accurate computer records.
• Managing company compliance records.
• Managing the new SJP meeting review process.
• Managing the business pipeline.
• Learning to write basic Suitability Letters.
• Assisting with marketing administration.
• Other ad hoc duties.
• Full training will be given, and there is the opportunity to progress within the SJP Accreditation 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 multitask.
• Able to work additional hours when required.