Job Description
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19/06/2024
Type of Position: Financial Administrator - Ipswich
Pay: £20k - £30k
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Ipswich. 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:
· Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers
· Provide weekly updates for all in-progress Letters of authority for inclusion in the Weekly Practice update.
· Complete meeting prep for all client review meetings.
· Gather information for Advisers ahead of Review Meetings
· Set up ongoing advice packs and send them to clients post-meeting.
· Sending meeting confirmations for all meetings.
· Chasing Advisers to type up meeting notes
· Update the CRM System and complete any actions from meetings.
· Completing client review documents.
· Run client birthday lists, order client gifts, and write birthday cards and Christmas cards.
· General administration, post and printing.
· Answer telephone calls
· Deal with clients' queries.
· Stock order and property check
· Calling new clients to welcome them to the firm
· Book client review meetings and send Zoom invites
· Set up presentation packs.
· Order and post Investor magazine
· Order monthly Online Wealth Account for specified clients
· Client withdrawals
· Register of Death
· Change of details
· Supporting with event planning and coordination
· Writing Suitability letters
· Completing Fund switches
· Complete Business Submissions
· Create clients on the system and update client CRM system
· Process deed of assignment
· Chasing pipeline business and updating the Advisers in the weekly meeting, including calling clients when funds have been received.
· Meet and greet all the clients for their appointments, make sure and ensure they have a car parking space in advance
· Support with other roles when needed.
Experience and Qualifications:
- Previous experience within a Financial Planning role
- Must have a can do attitude
- Must be flexible and adaptable
- Exceptional attention to detail is paramount
- Excellent written English, numerate and analytical
- Strong organisational skills
- Ability to use own initiative and Multi task
- Able to work additional hours when required