Senior Financial Planning Administrator - National IFA Firm

SLM Search & Selection
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

SLM Search and Selection are currently working on behalf of a national independent financial planning firm with nearly 50 years' experience in providing expert financial advice to high net worth private clients.

Their Cambridge office are looking for an experienced wealth management administrator to provide support to the Regional Operations Manager in ensuring that the administration team provides an effective, efficient and timely support service to the advisers and their clients.

Key Responsibilities:

Deal with the processing of new business encompassing pensions, investments and protection

Assist with daily technical and process queries from administrators, advisers and clients

Contribute to the development and implementation of clear, client focused service quality standards in line with Treating Customers Fairly

Train all new starters on company policies, processes and systems

Provide technical support and guidance where appropriate including any changes to policies, processes and/or systems

Carry out regular departmental audits

Develop and maintain good working relationships with management

Get proactively involved in project work where required

Key Experience/Skills:

Minimum of 4 years experience in an administration role within an IFA practice focused on holistic financial planning

Holds the Certificate in Financial Planning or equivalent

Good knowledge of the regulatory framework

Excellent communication and interpersonal skills