Type of Position:
Financial Administrator (SJP) - Dorking Pay:
£25k - £35k We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Dorking. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison. The role will require the 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 it into the company CRM Onboarding new clients to our company CRM Preparing client files for review meetings Provide regular status updates to clients regarding the status of transfers, withdrawals, among 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 organizational skills Ability to use own initiative and multitask Able to work additional hours when required
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Financial Administrator (SJP) - Dorking Pay:
£25k - £35k We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Dorking. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison. The role will require the 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 it into the company CRM Onboarding new clients to our company CRM Preparing client files for review meetings Provide regular status updates to clients regarding the status of transfers, withdrawals, among 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 organizational skills Ability to use own initiative and multitask Able to work additional hours when required
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