Type of Position: Financial Administrator (SJP) - TiptreePay: £20k - £30kWe are looking for an experienced Financial Administrator to join our client's SJP Practice based near Tiptree.
This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison.
The role will require the 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, etc.Creating 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 it into the company CRMOnboarding new clients to our company CRMPreparing client files for review meetingsProvide regular status updates to clients regarding the status of transfers, withdrawals, among 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 dutiesExperience and Qualifications:Previous experience within a Financial Planning roleMust have a can-do attitudeMust be flexible and adaptableExceptional attention to detail is paramountExcellent written English, numerate, and analyticalStrong organizational skillsAbility to use own initiative and multitaskAble to work additional hours when requiredThis position will be an office-based role.
#J-18808-Ljbffr