Financial Services Administrator

Junior Financial Services Administrator / Client Services Associate

Salary: £22,000-£25,000 (dependent on experience)Location: FarnhamEmployment Type: Full-time, Permanent

Are you organised, proactive, and passionate about delivering exceptional client service? We are seeking a Junior Client Services Associate to join our team and support our advisers and back-office functions in providing a seamless client experience.

In this varied and rewarding role, you will be the first point of contact for clients, responsible for client administration generated from meetings, CRM management, onboarding, and handling day-to-day queries via phone and email.

Key Responsibilities

• Administer client information for the Partner/paraplanner, ensuring all required details are collected promptly and prepared before submission to the paraplanner.
• Gather and chase information from SJP administration centres and external providers such as life and pension companies, ensuring all work is completed within required timescales.
• Manage and update client financial information and documents, including collating data from multiple sources and creating/updating Client Financial Review documents.
• Oversee the LOA (Letter of Authority) process, ensuring all client information is handled accurately and efficiently.
• Support the Partner and Advisers with client communication and pre-meeting preparation.
• Assist with pre-meeting research by gathering valuations, documents, and relevant client file data, and uploading these to online systems.
• Complete application forms and documentation on behalf of clients (with their express permission).
• Carry out ID&V and AML checks to ensure compliance.
• Submit business accurately through online systems, following compliance procedures.
• Maintain and update the CRM system and other SJP IT systems.
• Use SJP systems and team processes to place straightforward investments.
• Answer client calls professionally, handling or redirecting queries as appropriate.
• Perform additional duties as required by the business and Partner, appropriate to the role.

Benefits

• Up to £25k
• 23 days' holiday + bank holidays
• Birthday Leave: After 2 years' continuous service, enjoy your birthday off as paid leave.
• Hybrid Working: Eligible to apply after successful completion of probation.
• Annual Bonus Scheme: Available after 2 years of continuous service.
• Study Support Package: Financial assistance for industry qualifications after 2 years' service.
• Career Progression: Annual performance reviews with opportunities to grow into roles such as Paraplanner or Financial Adviser.

About You

We would love to hear from you if you are:

• Highly organised with excellent attention to detail
• Comfortable working with confidential information
• Confident communicating with clients and third-party providers
• Able to manage multiple tasks and deadlines
• A team player with a positive and proactive approach