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For Companies At a Glance
- Tasks: Support Financial Advisers with administration, client liaison, and business processing.
- Company: Join a reputable SJP Practice in Colchester, known for its supportive environment.
- Benefits: Enjoy full training, progression opportunities, and a dynamic office culture.
- Why this job: Gain valuable experience in finance while making a real impact on clients' lives.
- Qualifications: Previous financial planning experience, strong attention to detail, and excellent communication skills required.
- Other info: This is an office-based role with potential for flexible hours.
The predicted salary is between 28800 - 43200 £ per year.
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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Financial Administrator (SJP) - Colchester employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator (SJP) - Colchester
✨Tip Number 1
Familiarise yourself with CRM systems, especially Salesforce, as this role heavily relies on them. Consider taking a short online course or tutorial to boost your confidence and demonstrate your initiative.
✨Tip Number 2
Brush up on your financial terminology and processes related to client onboarding and compliance. This knowledge will not only help you in interviews but also show that you're serious about the role.
✨Tip Number 3
Practice your communication skills, particularly in drafting professional correspondence. Being able to articulate clearly and effectively will be crucial when liaising with clients and third parties.
✨Tip Number 4
Network with professionals in the financial planning sector, especially those familiar with SJP practices. Engaging with industry contacts can provide valuable insights and potentially lead to referrals.
We think you need these skills to ace Financial Administrator (SJP) - Colchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration and any previous roles that involved client liaison or CRM systems. Use keywords from the job description to demonstrate your fit for the role.
Craft a Strong Cover Letter: Write a cover letter that showcases your proactive attitude and willingness to learn. Mention specific examples of how you've demonstrated exceptional attention to detail and strong organisational skills in past roles.
Highlight Technical Skills: Since the role requires the use of various CRM systems, particularly Salesforce, be sure to mention any experience you have with these platforms. If you have completed any relevant training or certifications, include those as well.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. Excellent written English is crucial for this position, so ensure your documents reflect that standard.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Terminology
Make sure you're familiar with key financial terms and concepts relevant to the role. This will not only help you answer questions confidently but also demonstrate your expertise in the field.
✨Showcase Your CRM Experience
Since the role involves using various CRM systems, be prepared to discuss your experience with these platforms, particularly Salesforce. Highlight any specific achievements or efficiencies you've created using these tools.
✨Prepare for Client Interaction Scenarios
Expect questions about how you would handle client inquiries or difficult situations. Think of examples from your past experience where you successfully managed client relationships or resolved issues.
✨Demonstrate Attention to Detail
Given the importance of accuracy in financial administration, be ready to provide examples that showcase your attention to detail. You might mention how you ensure compliance and maintain accurate records in your previous roles.
