Experienced Financial Administrator
2 months ago
Job Summary:
We are seeking an experienced Financial Administrator to join our client's SJP Practice as a key member of their team. As a Financial Administrator, you will play a vital role in supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.
Key Responsibilities:
- Provide high-level technical and administrative support, responding to client inquiries, liaising with third parties, and providing support at client meetings as required.
- Issue letters of authority to providers and chase financial institutions for requested information.
- Engage in telephone liaison with Administration Centres and Paraplanners to ensure seamless communication.
- Draft and proofread documents, including client correspondence, presentations, and illustrations.
- Update client records and databases with financial and personal data, maintaining accurate and up-to-date information.
- Effectively manage the business workflow using the CRM system, ensuring all tasks are completed efficiently.
- Decipher policy information and input it into the company CRM, ensuring accurate and timely updates.
- Onboard new clients to the company CRM, ensuring a smooth transition.
- Prepare client files for review meetings, ensuring all necessary documents are in order.
- Provide regular status updates to clients regarding the status of transfers, withdrawals, and other matters.
- Complete illustrations and applications for new business, processing them through to completion.
- Process application forms and ensure all necessary documentation is complete.
- Conduct audits to ensure all documents are in the correct location.
- Manage compliance requirements, ensuring new business and client files are fully compliant.
- Maintain accurate computer records and ensure company compliance records are up-to-date.
- Manage the new SJP meeting review process, ensuring all necessary steps are taken.
- Manage the business pipeline, ensuring all tasks are completed efficiently.
- Develop skills in writing basic suitability letters and assist with marketing administration.
- Perform other ad hoc duties as required.
Requirements:
- Previous experience within a Financial Planning role.
- A can-do attitude and flexibility to adapt to changing circumstances.
- Exceptional attention to detail and strong organizational skills.
- Excellent written English, numerate, and analytical skills.
- Ability to use own initiative and multitask, with a strong work ethic.
- Able to work additional hours when required.
About Artemis Recruitment Consultants Ltd:
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services recruitment. We pride ourselves on providing exceptional service and support to our clients and candidates.
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