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. Experienceusingclientmanagementsystems/financialplanningtools. AbilitytouseMicrosoftWordandExcelanddemonstrateexcellentwrittenskills. Competentadministrationofinvestmentandadvisedproducts.

TPBN1_UKTJ