Experienced Financial Administrator

3 weeks 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 London. This position involves providing administrative assistance to Financial Advisers, 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 and presentations.
  • Create and update client records and databases with financial and personal data.
  • Maintain and accurately update the CRM, using it 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 the opportunity to progress within the SJP Accreditation Framework.

  • Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Administrator. This is an excellent opportunity for someone with 1 to 2 years of experience in IFA administration to progress their career and gain valuable skills in a fast-paced and supportive environment.Key Responsibilities:Process new...

  • Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Administrator. This is an excellent opportunity for someone with 1 to 2 years of experience in IFA administration to progress their career and gain valuable skills in a fast-paced and supportive environment.Key Responsibilities:Process new...

  • Experienced Mortgage Administrator Wanted

    5 days ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Mortgage Administration RoleFinancial Divisions is seeking an experienced Mortgage Administrator to join their team. As a Mortgage Administrator, you will provide support to a number of Mortgage Brokers with all aspects of mortgage administration, client support, and contact within a large friendly Mortgage Admin team.Key ResponsibilitiesProvide...

  • Financial Administrator

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a skilled Financial Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will provide administrative support to our Partners and clients, handling complex cases and managing client relationships.Key Responsibilities:Support Partners with technical-level...

  • Financial Administrator

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a skilled Financial Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will provide administrative support to our Partners and clients, handling complex cases and managing client relationships.Key Responsibilities:Support Partners with technical-level...

  • Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Exciting Opportunity for an IFA AdministratorFinancial Divisions is seeking a highly motivated and experienced IFA Administrator to join our dynamic team in St Albans. As a key member of our wealth management firm, you will play a vital role in supporting the growth and success of our clients.Key Responsibilities:Assist with annual review meeting...

  • Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Exciting Opportunity for an IFA AdministratorFinancial Divisions is seeking a highly motivated and experienced IFA Administrator to join our dynamic team in St Albans. As a key member of our wealth management firm, you will play a vital role in supporting the growth and success of our clients.Key Responsibilities:Assist with annual review meeting...

  • Financial Administrator with a Route to Paraplanning

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator with a Route to ParaplanningJoin Financial Divisions, a reputable financial advice business, as a Financial Administrator with a route to Paraplanning. This exciting opportunity allows you to develop your skills and knowledge in a dynamic and supportive environment.About the RoleWe are seeking an experienced Financial Administrator to...

  • Financial Administrator

    1 month ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Exciting Opportunity for an IFA AdministratorFinancial Divisions is seeking a highly motivated and experienced IFA Administrator to join our dynamic team in St Albans. As a key member of our wealth management firm, you will play a vital role in supporting the growth and success of our clients.Key Responsibilities:Assist with annual review meeting...

  • Financial Administrator

    1 month ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Exciting Opportunity for an IFA AdministratorFinancial Divisions is seeking a highly motivated and experienced IFA Administrator to join our dynamic team in St Albans. As a key member of our wealth management firm, you will play a vital role in supporting the growth and success of our clients.Key Responsibilities:Assist with annual review meeting...

  • Financial Services Administrator

    1 month ago

    London, Greater London, United Kingdom Robinson Financial Careers Full time

    Exciting Opportunity for a Junior Paraplanner / IFA AdministratorWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office in Central London.About the RoleThis is a rare opportunity to develop a rewarding career in financial services, working towards DipFS status. As a Junior...

  • Financial Services Administrator

    1 month ago

    London, Greater London, United Kingdom Robinson Financial Careers Full time

    Exciting Opportunity for a Junior Paraplanner / IFA AdministratorWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office in Central London.About the RoleThis is a rare opportunity to develop a rewarding career in financial services, working towards DipFS status. As a Junior...

  • Experienced Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator RoleWe are seeking an experienced Financial Administrator to support our clients SJP Practice in London. This position involves providing administrative assistance to Financial Advisers, including business processing, financial administration, and client liaison.Key Responsibilities:Chase financial institutions for requested...

  • Experienced Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator RoleWe are seeking an experienced Financial Administrator to support our clients SJP Practice in London. This position involves providing administrative assistance to Financial Advisers, including business processing, financial administration, and client liaison.Key Responsibilities:Chase financial institutions for requested...

  • Experienced Financial Administrator

    2 weeks ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator OpportunityWe are seeking an experienced Financial Administrator to support our clients SJP Practice in Harrow, London. This role will involve providing administrative assistance to Financial Advisers, including business processing, financial administration, and client liaison.Key Responsibilities:Chase financial institutions for...

  • Financial Services Administrator

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Unlock Your Potential in Financial ServicesFinancial Divisions is seeking a highly motivated and experienced IFA Administrator/Junior Paraplanner to join our dynamic team. As a key member of our team, you will have the opportunity to expand your skills and knowledge in a well-established and reputable London business.Key Responsibilities:Onboard clients and...

  • Financial Services Administrator

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Unlock Your Potential in Financial ServicesFinancial Divisions is seeking a highly motivated and experienced IFA Administrator/Junior Paraplanner to join our dynamic team. As a key member of our team, you will have the opportunity to expand your skills and knowledge in a well-established and reputable London business.Key Responsibilities:Onboard clients and...

  • Experienced Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to support our clients SJP Practice in Harrow, London. This role will involve providing administrative assistance to Financial Advisers, including business processing, financial administration, and client liaison.Key Responsibilities:Chase financial institutions for...

  • Experienced Financial Administrator

    4 weeks ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our clients SJP Practice in Harrow, London. This role will involve supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Chase financial institutions...

  • Experienced Financial Administrator

    1 month ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to support our clients SJP Practice in Harrow, London. This role will involve providing administrative assistance to Financial Advisers, including business processing, financial administration, and client liaison.Key Responsibilities:Chase financial institutions for...