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- Tasks: Manage client investment processes and ensure smooth communication throughout the journey.
- Company: Join Sapphire Financial Planning, a leading financial advice firm with a focus on client care.
- Benefits: Enjoy flexible working hours, holiday entitlement, training, and a supportive team environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills in a dynamic role.
- Qualifications: Experience in financial services and strong organisational skills are essential.
- Other info: Remote work with in-office collaboration every Friday for a balanced work-life experience.
The predicted salary is between 36000 - 60000 £ per year.
Remote (UK) + office-based every Friday in Whiteley, Hampshire
Fixed-term contract: January 2026 – June 2027
Working hours (weekly):
- Tuesday & Thursday: 9:30am – 2:45pm
- Friday (in office): 9:00am – 5:00pm
Sapphire Financial Planning is looking for an organised, client-focused Business Processing Executive to join us on a maternity cover basis. This role is central to ensuring client investment business is processed smoothly, accurately and in line with required policies and procedures.
About Sapphire Financial Planning:
Sapphire Financial Planning is a financial planning firm providing advice and ongoing support to individuals and families. We pride ourselves on clear communication, high service standards and a robust approach to governance and client care. We operate in association with St. James’s Place Wealth Management, a leading UK wealth management business providing financial advice and investment management solutions, alongside strong operational and regulatory frameworks.
The role:
You’ll liaise with clients who are making investments, working closely with our advisers, internal administration teams and third-party providers to oversee cases end-to-end and keep everything progressing efficiently.
Key responsibilities:
- Act as a point of contact for clients throughout the investment processing journey, providing clear updates and guidance.
- Liaise with advisers, internal administration teams and third-party providers to progress applications through to completion.
- Ensure documentation is complete, accurate and recorded appropriately at each stage.
- Oversee case pipelines, proactively chasing outstanding items and resolving queries to prevent delays.
- Maintain strong attention to detail, ensuring files are audit-ready and compliant with internal procedures.
What we are looking for:
- Experience in financial services administration / business processing / client servicing (financial planning environment preferred).
- Strong organisational skills and attention to detail.
- Confident communicator with a professional and friendly manner.
- Comfortable working remotely and managing workload independently.
- Strong IT skills and confidence using systems, email and provider platforms.
What we offer:
- Holiday entitlement
- Training and development
- Bonus opportunity
- A supportive team and structured onboarding
Business Processing Executive (Maternity Cover) employer: Sapphire Financial Planning Ltd
Contact Detail:
Sapphire Financial Planning Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Processing Executive (Maternity Cover)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Sapphire Financial Planning and understand their values and services. Tailor your responses to show how your skills align with their client-focused approach.
✨Tip Number 3
Practice your communication skills. As a Business Processing Executive, you'll need to liaise with clients and teams. Role-play common scenarios with a friend to boost your confidence and clarity.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Sapphire Financial Planning.
We think you need these skills to ace Business Processing Executive (Maternity Cover)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Business Processing Executive role. Highlight any relevant experience in financial services administration or client servicing to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your organisational skills and attention to detail will benefit us at Sapphire Financial Planning.
Showcase Your Communication Skills: Since this role involves liaising with clients and various teams, make sure to demonstrate your confident and friendly communication style in your application. We love seeing candidates who can connect well with others!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Sapphire Financial Planning Ltd
✨Know Your Stuff
Make sure you understand the basics of financial services and business processing. Brush up on key terms and processes relevant to the role, especially those related to client investment journeys. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise work and ensure accuracy, as these are crucial for keeping client cases on track.
✨Communicate Clearly
As a Business Processing Executive, you'll be the point of contact for clients. Practice articulating your thoughts clearly and professionally. You might even want to do a mock interview with a friend to refine your communication style and ensure you come across as friendly and approachable.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
