Financial Administrator (Submissions Team) - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 26,000 - 33,000; Full time

Job summary

A leading recruitment firm is seeking an experienced Financial Administrator for a prestigious client in London. In this role, you will support the Submissions team by ensuring accurate case documentation, managing communications, and providing essential administrative support. Candidates should possess strong experience in financial services, excellent organizational skills, and proficiency in IT, particularly with Office 365. This is a fantastic opportunity to contribute to a high-performance culture and enhance your career in a dynamic environment.

Qualifications

• Experience in financial services is essential.
• Strong experience in St James' Place is a plus.
• Ability to adapt to change management plans.

Responsibilities

• Review submitted cases and ensure documentation is correct.
• Point of contact for Adviser / PA queries.
• Provide quarterly reporting on turnover status.

Skills

Organizational skills

Attention to detail

Problem solving

Client service focus

IT proficiency

Education

Good GCSE or A-Level results

Tools

Office 365

Job description

Type of Position: Financial Administrator (Submissions Team) - London
Pay: £26k - £32.5k

Financial Administrator (Submissions Team) - London

We are looking for an experienced Financial administrator for our client based in the heart of London. You will help support all tasks across the Submissions team including issues management and working with SJP Admin Centre to resolve escalations.

Responsibilities:

• Review submitted cases and ensure documentation is correct before cases are submitted.
• Point of contact for Adviser / PA queries in relation to submissions and issues.
• Updating cases and Adviser/PA on Salesforce.
• Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
• Respond to queries and escalate to the Team Manager as required.
• Complete and submit cases on the relevant systems.
• Track all issues in the issues log and ensure they are addressed and closed.
• Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
• Update Business Register on cases submitted and noting outstanding requirements.
• Liaise with advisers and PAs on the weekly turnover process to ensure it is completed accurately
• Complete pipeline chasing to ensure cases are completed within the agreed Service Level Agreement.
• Provide quarterly reporting to Advisers on turnover status
  

Individual Specification:

• To be considered for the higher end of the salary band strong experience in St James' Place is essential.
• Experience working within financial services is essential.
• Understanding financial products will be an advantage.
• Good GCSE or A-Level results and proficiency in all IT packages
• Excellent organizational and administration skills and demonstrates good attention to detail
• Ability to proactively use initiative to problem solve and anticipate next steps
• A driven individual with a focus on client service and contributing towards a high-performance culture
• Adaptable to change management plans and advocate for business initiatives
• IT technically proficient including Office 365
• Committed to advocating and encouraging an inclusive and diverse team culture.
• Understanding the benefits of the well-being agenda and promoting an open and considerate culture.
  

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