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Financial Administrator (SJP) - Chatham, Chatham
Job details:
* Client:
* Location: Chatham, United Kingdom
* Job Category: Other
* EU work permit required: Yes
Job Reference:
f7eca1443f20
Job Views:
3
Posted:
21.05.2025
Expiry Date:
05.07.2025
Job Description:
Financial Administrator (SJP) - Chatham
We are seeking an experienced Financial Administrator to join our client's SJP Practice in Chatham. Responsibilities include supporting Financial Advisers with administration, business processing, financial tasks, and client liaison. The role involves using CRM systems like Salesforce.
Key Responsibilities:
1. Provide technical and administrative support, respond to client inquiries, liaise with third parties, and support at client meetings.
2. Issue letters of authority (LOAs) to providers.
3. Follow up with financial institutions for requested information.
4. Communicate via telephone with Administration Centres and Paraplanners.
5. Draft and proofread documents, including correspondence, presentations, and illustrations.
6. Create and update client records and databases with financial and personal data.
7. Maintain and update CRM to manage workflow effectively.
8. Input policy information into the CRM.
9. Onboard new clients onto the CRM.
10. Prepare client files for review meetings.
11. Provide status updates to clients regarding transfers, withdrawals, etc.
12. Complete illustrations and applications for new business.
13. Process new business and follow through to completion.
14. Audit cases to ensure document accuracy.
15. Ensure compliance of new business and client files.
16. Maintain accurate computer and compliance records.
17. Manage the SJP meeting review process and business pipeline.
18. Learn to write basic suitability letters.
19. Assist with marketing administration.
20. 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.
* Positive, proactive attitude.
* Flexible and adaptable.
* Exceptional attention to detail.
* Excellent written English, numeracy, and analytical skills.
* Strong organizational skills.
* Ability to use initiative and multitask.
* Willing to work additional hours when required.
If interested, please submit your CV to [emailprotected].
Application Form:
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