Financial Administrator (SJP) - London

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This position will be based with a SJP Practice in Central London - hybrid working is available, with 4 days office based and 1 day working remotely.

PRINCIPAL DUTIES

·            Diary and Email Management 

·            Accurately recording all meeting records and notes within Salesforce 

·            Managing client actions using Salesforce Tasks 

·            Sending and chasing LOA’s

·            Preparing transfers packs.

·            Preparing Voyant reports. Inputting the client’s information in order to create a base plan, create ‘what if’ scenarios and generate reports 

·            New business case submissions.

·            Meeting pack preparation - for existing and potential client meetings  

·            Managing client actions using Tasks 

·            Submitting fund switches and obtaining product valuations

·            Confirming receipt of client’s funds and informing the client 

·            Using all SJP systems effectively to support your daily tasks

·            Any ad hoc requests the Partner may want you to undertake   

·            Prep and write review packs

PERSON SPECIFICATION

·            Positive approach 

·            Strong attention to detail and accuracy of reporting is a necessity for this role

·            Highly motivated, with a great work ethic

·            Excellent communication skills

·            Ability to work under pressure and meet deadlines 

·            Committed to delivering first-class client service

·            Extremely organised with the ability to multi-task 

·            Resilient personality 

·            Effective Team player 

·            Accountable for own actions 

·            Discrete and professional in all communication 

·            Strong emotional intelligence 

·            Adaptable and flexible 

·            Willingness to challenge in a constructive and non-confrontational manner

·            Self-motivated and willing to work at times in isolation and as part of a wider team 

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk 

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