Financial Administrator (SJP) - Tiptree

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Client:

Location:

Tiptree, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

076c35bff266

Job Views:

27

Posted:

24.03.2025

Expiry Date:

08.05.2025

Job Description:

We are looking for an experienced Financial Administrator to join our clients SJP Practice based near Tiptree. 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:

1. 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
2. Issuing letter of authorities (LOAs) to providers
3. Chasing financial institutions to provide requested information
4. Telephone liaison with Administration Centres and Paraplanners
5. Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc
6. Creating and updating client records and our databases with financial and personal data
7. Maintaining and accurately updating the CRM - using it to effectively manage the business workflow
8. Deciphering policy information and inputting into the company CRM
9. Onboarding new clients to our company CRM
10. Preparing client files for review meetings
11. Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
12. Completing illustrations and applications for new business
13. Processing New Business and chasing through to completion
14. Processing Application forms
15. Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
16. Manage the compliance requirements of the business – Ensure new business and client files are fully compliant
17. Maintaining accurate computer records
18. Managing company compliance records
19. Managing the new SJP meeting review process
20. Managing business pipeline
21. Learning to write basic Suitability Letters
22. Assisting with marketing administration
23. Other adhoc duties
24. Full training will be given and there is the opportunity to progress within the SJP Accreditation Framework

Experience and Qualifications:

1. Previous experience within a Financial Planning role
2. Must have a can-do attitude
3. Must be flexible and adaptable
4. Exceptional attention to detail is paramount
5. Excellent written English, numerate and analytical
6. Strong organisational skills
7. Ability to use own initiative and multitask
8. Able to work additional hours when required

This position will be an office-based role.

If you would be interested in applying for this opportunity then please submit a copy of your CV to [emailprotected]

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