Financial Administrator (SJP) - Dorking

Financial Administrator (SJP) - Dorking We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Dorking. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce). Key Responsibilities: Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriateIssuing letter of authorities (LOAs) to providersChasing financial institutions to provide requested informationTelephone liaison with Administration Centres and ParaplannersDrafting and proof-reading documents, including client correspondence, presentations, illustrations etcCreating and updating client records and our databases with financial and personal dataMaintaining and accurately updating the CRM - using it to effectively manage the business workflowDeciphering policy information and inputting into the company CRMOn boarding new clients to our company CRMPreparing client files for review meetingsProvide regular status updates to clients regarding status of transfers, withdrawals amongst other thingsCompleting illustrations and applications for new businessProcessing New Business and chasing through to completionProcessing Application formsComplete an audit at the end of each case to make sure that all documents are where they are supposed to beManage the compliance requirements of the business – Ensure new business and client files are fully compliantMaintaining accurate computer recordsManaging company compliance recordsManaging the new SJP meeting review processManaging business pipelineLearning to write basic Suitability LettersAssisting with marketing administrationOther adhoc dutiesFull training will be given and there is the opportunity to progress within the SJP Accreditiation Framework Experience and Qualifications: Previous experience within a Financial Planning roleMust have a can do attitudeMust be flexible and adaptableExceptional attention to detail is paramountExcellent communication skillsExcellent written English, numerate and analyticalStrong organisational skillsAbility to use own initiative and Multi taskAble to work additional hours when required If you would be interested in applying for this opportunity then please submit a copy of your CV to josie@artemisrecruitment.co.uk Apply for this job Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }