London Financial Planning Admin: Client Solutions

The JobsBoard; Harrow; On-site; GBP 25,000 - 35,000; Full time

Job summary

SJP in London is seeking a Financial Planning Administrator to support a busy practice. You will be responsible for keeping close contact between clients and colleagues and for retrieving both new and historic information about individual clients.

You will maintain records of all communications with colleagues, clients and third parties, work with financial advisers to produce financial reports, assess objectives to tailor suitable solutions, and draft suitability letters in line with the

Responsibilities

• Keeping close contact between clients and colleagues
• Retrieving new and historic information about individual clients
• Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
• Working alongside financial advisers to obtain information as part of the process of creating financial reports
• Assessing objectives for individual clients to target the necessary solution
• Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
• Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client
• Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
• Keeping a up to date with any developments in the world of finance to benefit the needs of clients.

Job description

SJP in London is seeking a Financial Planning Administrator to support a busy practice. You will be responsible for keeping close contact between clients and colleagues and for retrieving both new and historic information about individual clients.

You will maintain records of all communications with colleagues, clients and third parties, work with financial advisers to produce financial reports, assess objectives to tailor suitable solutions, and draft suitability letters in line with the