OverviewType of Position: Wealth Administrator (SJP) - IpswichPay: £25,000 - £30,000Reference: #2332011

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).

This position will be

office based in Ipswich .

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, dealing with clients'' queries, and welcoming new clients to the firm

Stock order and property check

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

Stock transfers

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

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