Wealth Management Administrator - Horsham

Wealth Management Administrator - Horsham, Horsham

We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Horsham. This position involves supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison. The role requires the use of various CRM systems and platforms, including Salesforce.

Key Responsibilities:

1. Provide high-level technical and administrative support, respond to client inquiries, liaise with third parties, and support at client meetings where appropriate.
2. Issue letters of authority (LOAs) to providers.
3. Follow up with financial institutions to obtain requested information.
4. Coordinate via telephone with Administration Centres and Paraplanners.
5. Draft and proofread documents, including client correspondence, presentations, and illustrations.
6. Create and update client records and databases with financial and personal data.
7. Maintain and accurately update the CRM to manage workflow effectively.
8. Decipher policy information and input data into the CRM.
9. Onboard new clients into the company CRM.
10. Prepare client files for review meetings.
11. Provide clients with regular status updates on transfers, withdrawals, and other activities.
12. Complete illustrations and applications for new business.
13. Process new business and follow through to completion.
14. Process application forms.
15. Conduct audits at case completion to ensure document accuracy and completeness.
16. Manage compliance requirements, ensuring all new business and client files are fully compliant.
17. Maintain accurate computer records and compliance documentation.
18. Oversee the new SJP meeting review process.
19. Manage the business pipeline.
20. Learn to write basic suitability letters.
21. Assist with marketing administration.
22. Perform other ad hoc duties.

Full training will be provided, with opportunities for progression within the SJP Accreditation Framework.

Experience and Qualifications:

1. Previous experience in a Financial Planning role.
2. A proactive, 'can-do' attitude.
3. Flexibility and adaptability.
4. Exceptional attention to detail.
5. Excellent written English, numeracy, and analytical skills.
6. Strong organizational skills.
7. Ability to use initiative and multitask.
8. Willingness to work additional hours when required.

This role is based in the office in Horsham.

If interested, please submit your CV to [emailprotected].