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.