Financial Planning Administrator - Cambridge - National IFA Firm

MI Search Ltd; Cambridge; On-site; GBP 32,000; Full time

Job summary

A national IFA firm in Cambridge is seeking a financial planning administrator to join their busy team. The successful candidate will manage business applications, process withdrawals, and provide technical support. Ideal candidates should have a background in financial planning administration, familiarity with IO/platforms, and strong communication skills. This role offers a basic salary of up to GBP32,000 and excellent long-term career progression opportunities.

Benefits

In-house training academy

Career progression opportunities

Qualifications

• Experience working in a financial planning administrator role.
• Knowledge of IO/platforms and understanding of model portfolios and DFMs.

Responsibilities

• Inputting new business applications and following cases through to completion.
• Processing investment and pension withdrawals.
• Providing technical support with clients and compliance monitoring.
• Assisting in the production of suitability reports.
• Engaging in project work as required.

Skills

Experience as financial planning administrator

Excellent communication skills

Team working skills

Job description

This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in Cambridge.

In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical support both internally and externally with clients, compliance monitoring; assisting in the production of suitability reports; and project work when required.

This firm offers an-house training academy, and excellent long-term opportunities to progress your career within the firm.

You must have experience working in a financial planning administrator role and ideally have experience of IO / platforms and an understanding of model portfolios and DFM's alongside excellent communication and team working skills.

Basic salary to GBP32,000 benefits