An excellent opportunity has arisen for a Financial Administrator to join a highly professional and well-established financial planning practice. This role is ideal for someone with strong administrative experience, ideally gained within an SJP practice, and deep Salesforce exposure. You will play a key role in ensuring the smooth running of the practice and delivering exceptional client service.The Opportunity:As the Financial Administrator, you will take ownership of a wide range of back-office and client support responsibilities. This includes new business processing, client meeting follow-ups, review management, pipeline tracking, and maintaining accurate records across all systems. You will also support client communications, manage documentation, and ensure all operational processes run efficiently.This is a fantastic opportunity for someone who thrives in a structured, professional environment and enjoys being at the centre of practice operations.What You''ll Be Doing:Handling new business processing and preparing documentationCompleting client meeting follow-ups and updating internal systemsMaintaining accurate records across Salesforce and other platformsManaging client communications and incoming calls professionallyCoordinating marketing materials and client engagement activitiesOverseeing mail, scanning, logging, and document workflowsSupporting advisers with review management and pipeline trackingPreparing client files and assisting with onboarding ..... full job details .....