Experienced Financial Administrator

2 weeks ago

Maidstone, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking an experienced Financial Administrator to support our clients SJP Practice based in Kings Hill, Maidstone. This role will involve assisting Financial Advisers with administration tasks, including business processing, financial administration, and client liaison. The successful candidate will have experience with CRM systems and platforms, such as Salesforce.

Key Responsibilities:
  • Chase financial institutions for requested information.
  • Provide telephone liaison with Administration Centres and Paraplanners.
  • Draft and proof-read documents, including client correspondence and presentations.
  • Update client records and databases with financial and personal data.
  • Maintain and accurately update the CRM to effectively manage business workflow.
  • Decipher policy information and input into the company CRM.
  • Onboard new clients to our company CRM.
  • Complete illustrations and applications for new business.
  • Audit cases to ensure all documents are in place.
  • Maintain accurate computer records.

Full training will be provided, and there is an opportunity to progress 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.

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