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Client:
Location:
Dorking, United Kingdom
Job Category:
Finance
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EU work permit required:
Yes
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Job Reference:
81f6b164efe4
Job Views:
7
Posted:
26.04.2025
Expiry Date:
10.06.2025
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Job Description:
We are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. The role involves supporting Financial Advisers with administration, business processing, and client liaison, utilizing CRM systems including Salesforce.
Key Responsibilities:
* Provide technical and administrative support, respond to client inquiries, liaise with third parties, and support at client meetings
* Issue letters of authority (LOAs) to providers
* Follow up with financial institutions for information
* Communicate with Administration Centres and Paraplanners via phone
* Draft and proofread documents such as client correspondence, presentations, and illustrations
* Create and update client records and databases with financial and personal data
* Maintain and update the CRM to manage workflow effectively
* Input policy information into the CRM
* Onboard new clients into the CRM
* Prepare client files for review meetings
* Provide regular updates to clients on transfers, withdrawals, etc.
* Complete illustrations and applications for new business
* Process new business and follow through to completion
* Audit cases to ensure document completeness
* Manage compliance requirements, ensuring files are fully compliant
* Maintain accurate records and manage compliance documentation
* Oversee the SJP meeting review process
* Manage the business pipeline
* Learn to write basic suitability letters
* Assist with marketing administration
* Perform other ad hoc duties
* Full training provided with opportunities for progression within the SJP Accreditation Framework
Experience and Qualifications:
* Previous experience in a Financial Planning role
* Proactive attitude
* Flexibility and adaptability
* Exceptional attention to detail
* Excellent written English, numerate, and analytical skills
* Strong organizational skills
* Ability to use initiative and multitask
* Willingness to work additional hours when required
If interested, please submit your CV to [emailprotected]
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