Financial Planning Controller

2 weeks ago

Chobham Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Financial Administrator - Chobham
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Chobham. 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). This will be an office based position, so ideally you will be based close to Chobham, Surrey.
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
Completing illustrations and applications for new business
Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
Maintaining accurate computer records
Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework  
Previous experience within a Financial Planning role
Must be flexible and adaptable
Excellent written English, numerate and analytical
Able to work additional hours when required
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