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- Tasks: Support Financial Advisers with administration, client liaison, and CRM management.
- Company: Join a dynamic SJP Practice in Harrow, London, focused on financial planning.
- Benefits: Full training provided, with opportunities for career progression within the SJP Accreditation Framework.
- Why this job: Gain hands-on experience in finance while working in a supportive and collaborative environment.
- Qualifications: Experience in financial planning, strong attention to detail, and excellent communication skills required.
- Other info: Flexible hours and a proactive attitude are essential; additional hours may be needed.
The predicted salary is between 28800 - 43200 £ per year.
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Client:
Location:
Harrow, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
51c4653c6a72
Job Views:
5
Posted:
29.06.2025
Expiry Date:
13.08.2025
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Job Description:
We are looking for an experienced Financial Administrator to join our client\’s SJP Practice based in Harrow, London. This position involves supporting Financial Advisers with administration, business processing, financial administration, and client liaison. The role requires use of CRM systems including Salesforce.
Key Responsibilities:
- Provide technical and administrative support, respond to client inquiries, liaise with third parties, and support client meetings
- Issue letters of authority (LOAs) to providers
- Follow up with financial institutions for information
- Communicate with Administration Centres and Paraplanners
- Draft and proofread documents such as client correspondence and presentations
- Create and update client records and databases
- Maintain and update CRM to manage workflow
- Input policy information into CRM
- Onboard new clients into CRM
- Prepare client files for review meetings
- Provide status updates to clients regarding transfers and withdrawals
- Complete illustrations and applications for new business
- Process new business and follow through to completion
- Audit cases to ensure document completeness
- Ensure compliance of new business and client files
- Maintain accurate records and compliance documentation
- Manage the SJP meeting review process and business pipeline
- Learn to write basic suitability letters
- Assist with marketing administration
- Perform other ad hoc duties
Full training will be provided, with opportunities to progress within the SJP Accreditation Framework.
Experience and Qualifications:
- Experience in a Financial Planning role
- Proactive attitude
- Flexible and adaptable
- Exceptional attention to detail
- Excellent written English, numeracy, and analytical skills
- Strong organizational skills
- Initiative and multitasking ability
- Willing to work additional hours when needed
If interested, please send your CV to [emailprotected]
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Financial Administrator (SJP) - London, Harrow 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) - London, Harrow
✨Tip Number 1
Familiarise yourself with CRM systems, especially Salesforce, as this is a key requirement for the role. Consider taking online courses or tutorials to boost your confidence and demonstrate your commitment to mastering these tools.
✨Tip Number 2
Network with professionals in the financial planning sector, particularly those who work with SJP practices. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Brush up on your administrative skills, particularly in drafting and proofreading documents. Being able to showcase your attention to detail in these areas during an interview can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience in client liaison and support roles. Think of specific examples where you've successfully managed client relationships or resolved issues, as this will highlight your proactive attitude and organisational skills.
We think you need these skills to ace Financial Administrator (SJP) - London, Harrow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration and any specific skills related to CRM systems like Salesforce. 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 attention to detail. Mention specific examples of how you've supported financial advisers or managed client relationships in previous roles.
Highlight Relevant Skills: Emphasise your organisational skills, ability to multitask, and strong written English. These are crucial for the role, so provide examples of how you've successfully used these skills in past positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no spelling or grammatical errors. This reflects your attention to detail, which is essential for the Financial Administrator position.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Terminology
Brush up on key financial terms and concepts relevant to the role. Being able to speak confidently about financial planning and administration will impress your interviewers and show that you are well-prepared.
✨Familiarise Yourself with CRM Systems
Since the role involves using CRM systems like Salesforce, make sure you understand how these systems work. If possible, get some hands-on experience or watch tutorials to demonstrate your initiative and readiness to learn.
✨Prepare for Client Interaction Scenarios
Think about potential client scenarios you might encounter in the role. Prepare examples of how you would handle client inquiries or issues, showcasing your communication skills and problem-solving abilities.
✨Highlight Your Attention to Detail
Given the importance of accuracy in financial administration, be ready to discuss how you ensure attention to detail in your work. Share specific examples from your past experiences where your meticulousness made a difference.
