SENIOR IFA ADMINISTRATOR (SJP) - BECKENHAM, KENT

Artemis Recruitment Consultants Ltd; City Of London; On-site; GBP 30,000 - 38,000; Full time

Job summary

A recruitment agency in Beckenham is seeking an experienced Financial Administrator to support Financial Advisers with administration tasks. This office-based role involves managing client records, ensuring compliance, and using various CRM systems like Salesforce. The ideal candidate will have experience in Financial Planning and possess strong organisational skills. Competitive salary between £30,000 and £38,000 offered.

Qualifications

• Experience within a Financial Planning role is required.
• Must have a can-do attitude and be flexible.
• Strong organisational skills and ability to multi-task.

Responsibilities

• Provide high-level technical and administrative support.
• Manage client records and update CRM accurately.
• Ensure compliance and manage business pipeline.

Skills

Attention to detail

Organisational skills

Adaptability

Communication skills

Tools

Salesforce

Job description

Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent
Pay: £30,000 - £38,000

We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Beckenham. 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

This will be an office-based position.

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 letter of authorities (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, illustrations, etc.
• 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 into the company CRM
• On-boarding new clients to our company CRM
• Preparing client files for review meetings
• Provide regular status updates to clients regarding the status of transfers, withdrawals, amongst other things
• Completing illustrations and applications for new business
• Processing New Business and chasing through to completion
• Processing Application forms
• Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
• Manage the compliance requirements of the business – Ensure new business and client files are fully compliant
• Maintaining accurate computer records
• Managing company compliance records
• Managing the new SJP meeting review process
• Managing business pipeline
• Learning to write basic Suitability Letters
• Assisting with marketing administration
• Other ad-hoc duties

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 multi-task
• Able to work additional hours when required

We are an equal opportunities employer and welcome applications from all suitably qualified persons. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation.