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- Tasks: Support Financial Advisers with administration, client liaison, and business processing.
- Company: Join a reputable SJP Practice in Beckenham, known for its supportive environment.
- Benefits: Enjoy full training, career progression, and a competitive salary of £30k - £38k.
- Why this job: Gain valuable experience in finance while working in a dynamic team atmosphere.
- Qualifications: Previous financial planning experience, strong communication skills, and attention to detail required.
- Other info: Office-based role with opportunities for growth within the SJP Accreditation Framework.
The predicted salary is between 30000 - 38000 £ per year.
Type of Position: Senior IFA Administrator (SJP) – Beckenham, KentPay: £30,000 – £38,000We are looking for an experienced Financial Administrator to join our client\’s SJP Practice based in Beckenham. 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 SalesforceThis will be an office-based position .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 appropriateIssuing letter of authorities (LOAs) to providersChasing financial institutions to provide requested informationTelephone liaison with Administration Centres and ParaplannersDrafting and proof-reading documents, including client correspondence, presentations, illustrations, etc.Creating and updating client records and our databases with financial and personal dataMaintaining and accurately updating the CRM – using it to effectively manage the business workflowDeciphering policy information and inputting into the company CRMOn-boarding new clients to our company CRMPreparing client files for review meetingsProvide regular status updates to clients regarding the status of transfers, withdrawals, amongst other thingsCompleting illustrations and applications for new businessProcessing New Business and chasing through to completionProcessing Application formsComplete an audit at the end of each case to make sure that all documents are where they are supposed to beManage the compliance requirements of the business – Ensure new business and client files are fully compliantMaintaining accurate computer recordsManaging company compliance recordsManaging the new SJP meeting review processManaging business pipelineLearning to write basic Suitability LettersAssisting with marketing administrationOther ad-hoc dutiesExperience and Qualifications:Previous experience within a Financial Planning roleMust have a can-do attitudeMust be flexible and adaptableExceptional attention to detail is paramountExcellent written English, numerate, and analyticalStrong organisational skillsAbility to use own initiative and multi-taskAble to work additional hours when requiredWe are an equal opportunities employer and welcome applications from all suitably qualified persons. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation.
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SENIOR IFA ADMINISTRATOR (SJP) - BECKENHAM, KENT employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SENIOR IFA ADMINISTRATOR (SJP) - BECKENHAM, KENT
✨Tip Number 1
Familiarise yourself with the specific CRM systems mentioned in the job description, particularly Salesforce. Having hands-on experience or even completing online tutorials can give you a significant edge during the interview process.
✨Tip Number 2
Brush up on your knowledge of financial administration and compliance requirements. Being able to discuss relevant regulations and demonstrate your understanding of compliance will show that you're serious about the role.
✨Tip Number 3
Prepare to showcase your organisational skills by thinking of examples from your past work where you successfully managed multiple tasks or projects. This will help you illustrate your ability to multitask effectively in a busy environment.
✨Tip Number 4
Practice your communication skills, both verbal and written. Since the role involves liaising with clients and drafting documents, being articulate and clear in your communication will be crucial to your success.
We think you need these skills to ace SENIOR IFA ADMINISTRATOR (SJP) - BECKENHAM, KENT
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration and client liaison. Use specific examples that demonstrate your ability to support Financial Advisers and manage CRM systems.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your previous experience in financial planning and how it aligns with the responsibilities listed in the job description.
Highlight Key Skills: Emphasise your attention to detail, communication skills, and organisational abilities in your application. These are crucial for the Senior IFA Administrator role and should be evident in both your CV and cover letter.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is essential for this position.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial planning knowledge and be ready to discuss your previous experience in the field. Highlight specific examples where you successfully supported financial advisers or managed client relationships.
✨Demonstrate CRM Proficiency
Since the role involves using various CRM systems, including Salesforce, be prepared to discuss your experience with these platforms. If possible, share specific instances where you effectively managed client data or improved workflow using a CRM.
✨Emphasise Attention to Detail
Given the importance of accuracy in this role, be ready to provide examples that demonstrate your exceptional attention to detail. Discuss how you've ensured compliance and maintained accurate records in your previous positions.
✨Prepare for Client Interaction Scenarios
As the role involves liaising with clients and third parties, think about potential scenarios you might face. Prepare to discuss how you would handle client enquiries or manage communications effectively, showcasing your excellent communication skills.
