Experienced Financial Administrator

1 month ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Administrator Role

We are seeking an experienced Financial Administrator to support our clients SJP Practice in Harrow, London. This position will involve providing administrative assistance to Financial Advisers with various tasks, including business processing, financial administration, and client liaison.

Key Responsibilities:
  • Chase financial institutions for requested information.
  • Engage in telephone liaison with Administration Centres and Paraplanners.
  • Draft and proof-read documents, including client correspondence, presentations, and illustrations.
  • Update client records and databases with financial and personal data.
  • Maintain and accurately update the CRM system to effectively manage business workflow.
  • Decipher policy information and input it into the company CRM.
  • Onboard new clients to our company CRM.
  • Complete illustrations and applications for new business.
  • Perform an audit at the end of each case to ensure all documents are in place.
  • Maintain accurate computer records.
  • Perform other ad hoc duties as required.
Requirements:
  • Previous experience in a Financial Planning role.
  • Flexibility and adaptability.
  • Excellent written English, numerate, and analytical skills.
  • Ability to work additional hours when required.

Full training will be provided, and there is an opportunity to progress within the SJP Accreditation Framework.

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