Position jobs in Grande-Bretagne

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Tiptree, United Kingdom

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076c35bff266

32

18.06.2025

02.08.2025

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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:

• 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 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 adhoc duties
• Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework
  

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
  

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]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }

Financial Administrator (SJP) - Tiptree

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:

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 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 adhoc duties

Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework

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 communication skills

Excellent written English, numerate and analytical

Strong organisational skills

Ability to use own initiative and Multi task

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]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }