Financial Administrator (SJP) - London

Type of Position: Financial Administrator (SJP) - London
Pay: £25k - £30k
Reference: LombardSt1

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

1. Diary and Email Management
2. Accurately recording all meeting records and notes within Salesforce
3. Managing client actions using Salesforce Tasks
4. Sending and chasing LOA’s
5. Preparing transfers packs
6. Preparing Voyant reports. Inputting the client’s information in order to create a base plan, create ‘what if’ scenarios and generate reports
7. New business case submissions
8. Meeting pack preparation - for existing and potential client meetings
9. Submitting fund switches and obtaining product valuations
10. Confirming receipt of client’s funds and informing the client
11. Using all SJP systems effectively to support your daily tasks
12. Any ad hoc requests the Partner may want you to undertake
13. Prep and write review packs

PERSON SPECIFICATION

1. Strong attention to detail and accuracy of reporting is a necessity for this role
2. Highly motivated, with a great work ethic
3. Ability to work under pressure and meet deadlines
4. Committed to delivering first-class client service
5. Extremely organised with the ability to multi-task
6. Resilient personality
7. Accountable for own actions
8. Discrete and professional in all communication
9. Adaptable and flexible
10. Willingness to challenge in a constructive and non-confrontational manner
11. Self-motivated and willing to work at times in isolation and as part of a wider team