Financial Administrator (SJP)

Our client is looking for a Financial Administrator to join their successful team in Bishop's Stortford. The role will involve supporting the Financial Advisers, ensuring client requirements are met. Our client is a Partner Practice of St James Place, so previous SJP experience is desirable (but not essential). This role will be a permanent part-time position. Hours are expected to be in the region of 20 - 30 hours per week. There will be scope to increase these hours in the future, along with career progression within financial planning if desired.

Specific Activities Include:

• Diary and inbox management
• Weekly stats - meetings to be uploaded to CRM and KPI platforms
• Client servicing: compliance, servicing and scheduling reviews
• Prospect servicing -
• Booking in 2nd/3rd/4th meetings
• Actioning any tasks on back of info received
• Admin duties: LOA Recommendations, Business Register
• Meeting packs -
• Complete a basic voyant and include expenditure questionnaire
• Add investment funds to analytics
• Ensuring accuracy and consistency of reports
• Developing a training programme with Managing Director to identify key skills gaps and training needs for all members
• Liaising with team to arrange training
• Conduct regular spot checks on file notes to ensure quality and consistency
• Review length of time for applications processing addressing any issues of delays
• Help with addressing issues and escalations that cannot be addressed by PAs or Advisors
  

Key Skills / Experience:

• Demonstrable experience of building rapport and interacting with clients effectively.
• A driven individual with a focus on client service and leading a high-performance culture.
• Adaptable to change management plans and advocate to business initiatives.
• Highly skilled and organised to manage multiple case management progress channels.
• Strong numerical ability to analyse financial data and performance metrics.
• Confidence and ability to influence senior stakeholders.
• Ability to work autonomously as well as follow direction from C-Suite directives.
• Motivate and mentor team leaders towards business efficiency.
• IT technically proficient including Office 365.
• Committed to advocating and encouraging an inclusive and diverse team culture.
• Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture
• Previous SJP experience is desirable, but not essential
  
  

If you are interested in this position, please submit a copy of your CV to Natalie at Artemis Recruitment.