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- Tasks: Support Financial Advisers with administration, client liaison, and business processing.
- Company: Join a leading financial practice in Harrow, London.
- Benefits: Full training provided with opportunities for career progression.
- Why this job: Make a real impact in the financial sector while developing your skills.
- Qualifications: Experience in financial planning, strong communication, and organisational skills required.
- Other info: Office-based role with a dynamic team and a focus on compliance.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced Financial Administrator to join our clients SJP Practice based near Harrow, London. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration and client liaison. The role will require 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 into the company CRM.
- On boarding new clients to our company CRM.
- Preparing client files for review meetings.
- Provide regular status updates to clients regarding status of transfers, withdrawals amongst 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 adhoc duties.
Full training will be given and there is the opportunity to progress within the SJP Accreditation Framework.
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 communication skills.
- Excellent written English, numerate and analytical.
- Strong organisational skills.
- Ability to use own initiative and multi-task.
- Able to work additional hours when required.
This position will be an office based role.
FINANCIAL ADMINISTRATOR (SJP) - LONDON, HARROW in Harrow on the Hill employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL ADMINISTRATOR (SJP) - LONDON, HARROW in Harrow on the Hill
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know someone at SJP. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of CRM systems, especially Salesforce. We all know how important it is to show you can hit the ground running, so being familiar with the tools they use will give you an edge.
✨Tip Number 3
Show off your attention to detail! During interviews, be ready to discuss specific examples where your meticulous nature made a difference. This role demands precision, and we want to see that you’ve got it!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at SJP.
We think you need these skills to ace FINANCIAL ADMINISTRATOR (SJP) - LONDON, HARROW in Harrow on the Hill
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight your experience in financial planning and administration, and don’t forget to mention any CRM systems you've used, like Salesforce!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your can-do attitude and how you handle client enquiries and documentation with exceptional attention to detail.
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your written application reflects that. Keep your language clear and professional, and double-check for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Numbers
As a Financial Administrator, you'll need to demonstrate your numerical skills. Brush up on financial terminology and be ready to discuss your experience with financial data. Practise explaining complex concepts in simple terms, as this will show your communication skills.
✨Familiarise Yourself with CRM Systems
Since the role involves using different CRM systems like Salesforce, make sure you have a basic understanding of how these platforms work. If possible, explore online tutorials or resources to get comfortable with the functionalities. This will help you stand out as someone who is proactive and tech-savvy.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Prepare examples of how you've handled client inquiries or resolved issues in the past. This will showcase your problem-solving abilities and your experience in client liaison, which is crucial for the position.
✨Attention to Detail is Key
Given the emphasis on accuracy in this role, be prepared to discuss how you ensure attention to detail in your work. Bring examples of documents you've proofread or processes you've streamlined. This will highlight your organisational skills and your commitment to compliance.
