Job Description
We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Colchester. This role involves supporting Financial Advisers with all aspects of administration, including business processing, financial administration, and client liaison. The position requires the use of various CRM systems and platforms, including Salesforce.
Key Responsibilities
* Provide high-level technical and administrative support, respond to client inquiries, liaise with third parties, and support client meetings as appropriate.
* Issue letters of authority (LOAs) to providers.
* Follow up with financial institutions for requested information.
* Communicate via telephone with Administration Centres and Paraplanners.
* Draft and proofread documents, including client correspondence, presentations, and illustrations.
* Create and update client records and databases with financial and personal data.
* Maintain and accurately update the CRM to manage workflow effectively.
* Interpret policy information and input data into the CRM.
* Onboard new clients into the company CRM.
* Prepare client files for review meetings.
* Provide regular status updates to clients regarding transfers, withdrawals, and other activities.
* Complete illustrations and applications for new business.
* Process new business and follow through to completion.
* Audit cases to ensure all documents are in order.
* Manage compliance requirements for new business and client files.
* Maintain accurate computer records and compliance documentation.
* Oversee the SJP meeting review process.
* Manage the business pipeline.
* Learn to write basic suitability letters.
* Assist with marketing administration and perform other ad hoc duties.
Full training will be provided, with opportunities for progression within the SJP Accreditation Framework.
Experience and Qualifications
* Previous experience in a Financial Planning role.
* Proactive attitude and willingness to learn.
* Flexibility and adaptability.
* Exceptional attention to detail.
* Excellent written English, numeracy, and analytical skills.
* Strong organizational skills.
* Ability to use initiative and multitask.
* Willingness to work additional hours when required.
This is an office-based role.
If interested, please submit your CV to [emailprotected].
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