Financial Administrator
1 day ago
We are seeking an experienced Financial Administrator to support our clients SJP Practice in Horsham. This role will involve assisting Financial Advisers with administration, including business processing and client liaison.
Key Responsibilities:- Chase financial institutions for information
- Liaise with Administration Centres and Paraplanners via telephone
- Draft and proof-read documents, including client correspondence and presentations
- Create and update client records and databases
- Maintain and 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
- Maintain accurate computer records
This is an office-based role in Horsham, with full training provided and opportunities for progression within the SJP Accreditation Framework.
Requirements:
- Previous experience in a Financial Planning role
- Flexibility and adaptability
- Excellent written English, numerate, and analytical skills
- Able to work additional hours when required
The estimated salary for this role is £27,500 - £32,500 per annum.
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