Financial Services Administrator , Wealth Management , Cambridge

20 Days Old

TheCompany: Awellrespectedandprofessionalfinancialplanningfirmwithambitiousgrowthplans. TheRole: TheFinancial Services AdministratorwillbeakeymemberoftheteamandwillbeinvolvedinallaspectsofclientserviceadministrationandFinancialPlanningsupporttoagrowingteamofFinancialPlannersandParaplanners.ThisroleisbasedinCambridge. TheFinancial Services Administratorwillandscheduleandco-ordinateclientmeetingsandwillsupportcompliantnewbusinesssubmissionsbycompletinganddistributingallrelevantinternalandexternaldocumentation;activelymanagingtheprogressofsuchsubmissionsandensuringtheCRMsystemisupdatedcorrectly. TheFinancial Services Administratorwillactastheprimaryinterfaceforclientqueriesfrombothinternalandexternalclientstogetherwiththirdpartyprovidersandworkwithavariedclientbase. TheFinancial Services Administratorwillberesponsibleforthepreparationofclientreviewreports,issuingFinancialPlanningrecommendationreportsandprocessingwithdrawalrequests. Liaisingwiththirdpartiesregardinglettersofauthority;requestingpolicyinformation,fundswitchesandinstructingtransfersofstockand/orcash. TheCandidate FinancialServicesAdministrationexperienceideallyIFAAdministration,FinancialPlanning,WealthManagementorInvestmentManagement. ExperienceofXplan-useful. Anappreciationofcomplianceandregulatoryknowledge. Experienceusingclientmanagements...
Location:
Cambridge
Salary:
£35,000
Job Type:
FullTime
Category:
Accounting & Finance

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