TheCompany:
Awellrespectedandprofessionalfinancialplanningfirmwithambitiousgrowthplans.
TheRole:
TheFinancialPlanningAdministratorwillbeakeymemberoftheteamandwillbeinvolvedinallaspectsofclientserviceadministrationandFinancialPlanningsupporttoagrowingteamofFinancialPlannersandParaplanners.ThisroleisbasedinCambridge.
TheFinancialPlanningAdministratorwillandscheduleandco-ordinateclientmeetingsandwillsupportcompliantnewbusinesssubmissionsbycompletinganddistributingallrelevantinternalandexternaldocumentation;activelymanagingtheprogressofsuchsubmissionsandensuringtheCRMsystemisupdatedcorrectly.
TheFinancialPlanningAdministratorwillactastheprimaryinterfaceforclientqueriesfrombothinternalandexternalclientstogetherwiththirdpartyprovidersandworkwithavariedclientbase.
TheFinancialPlanningAdministratorwillberesponsibleforthepreparationofclientreviewreports,issuingFinancialPlanningrecommendationreportsandprocessingwithdrawalrequests.
Liaisingwiththirdpartiesregardinglettersofauthority;requestingpolicyinformation,fundswitchesandinstructingtransfersofstockand/orcash.
TheCandidate
FinancialServicesAdministrationexperience - ideallyIFAAdministration,FinancialPlanning,WealthManagementorInvestmentManagement.
ExperienceofXplan-useful.
Anappreciationofcomplianceandregulatoryknowledge.
Experienceusingclientmanagementsystems/f...