Financial Planning Administrator

5 days ago

Cambridge, United Kingdom Simpson Judge Ltd Full time

I am searching for someone to fill the role of a Financial Planning Administrator to be a part of the private client Business Support Team, you will primarily be responsible for delivering high standard, proactive administrative support to the adviser team, working alongside the Paraplanning team, to ensure an efficient and excellent client customer experience.

**Main Duties and Responsibilities**:

- to provide proactive administrative support to the adviser team, working alongside the paraplanners to ensure an efficient and smooth service.
- To deliver high standard administrative support and customer service within the financial services team in line with the strategies, policies, and procedures.
- Ensue the client files are kept up to date and that any compliance requirements are dealt with.
- Electronic Filing/Ensure all client electronic files are maintained to a very high standard and regularly updated.
- To maintain client confidentiality, data protection and other legislative and organisational responsibilities.
- Ensure all ongoing client servicing requirements are dealt with in a prompt efficient manner and ensure regular updates are provided.
- Ensuring our back-office system is kept up to date.
- Ensure data protection and compliance requirements are adhered to and met.
- Arranging and confirming meetings with clients on behalf of the Financial Planners if required.
- Review meeting notes and record actions post meeting.
- Other general office duties may be required.

**Relevant Skills, Attributes, Experience and Knowledge**
**Essential**:

- Organised with the ability to multi-task.
- High level of accuracy and attention to detail.
- A positive attitude and a strong desire to deliver high quality results.
- Able to demonstrate reliability, discretion, confidentiality, and flexibility.
- To have good knowledge of the financial services industry and surrounding legislation.
- To use initiative to proactively reduce the workload of the Financial Planners.
- Ability to problem solve as far as possible.
- Ability to manage own workflow in accordance with procedures & to ensure deadlines are met.

**Desirable**:

- Experience of operating in a regulated environment, especially the Financial Services industry, would be a strong advantage but is not essential.
- Good knowledge of Office 365, Word, Excel, Outlook & PowerPoint desirable, but not essential.
- Experience in Intelligent Office by Intelliflo desirable, but not essential.
- Qualification as a Level 2 or 3 CII Financial Services professional desirable, but not essential.
- Own transport is preferred due to location of office.

  • Financial Administrator

    3 days ago

    Cambridge, United Kingdom Perspective Financial Group Ltd Full time

    We have a fantastic vacancy for a Financial Administrator to join our busy Cambridge Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as...

  • Financial Planning Administrator

    5 days ago

    Cambridge, United Kingdom Simpson Judge Ltd Full time

    I am searching for someone to fill the role of a Financial Planning Administrator to be a part of the private client Business Support Team, you will primarily be responsible for delivering high standard, proactive administrative support to the adviser team,working alongside the Paraplanning team, to ensure an efficient and excellent client customer...

  • Junior Financial Planning Administrator

    3 days ago

    Cambridge, United Kingdom Brevere Group Full time

    Are you an experienced administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the...

  • Financial Administrator

    2 weeks ago

    Cambridge, United Kingdom PPSL Full time

    A new and exciting opportunity has come about for an experienced administrator OR ambitious individual who is looking to start a career in the Investments & financial Planning sector that has just studied and completed a Degree. Based in an office in a beautiful office location in a village just out side Chichester, but has easy public transport access and...

  • Financial Planning

    2 weeks ago

    Cambridge, United Kingdom Coutts Full time

    Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom. Join us in Financial Planning - For a client focused financial professional,...

  • Financial Planning

    6 days ago

    Cambridge, United Kingdom Coutts Full time

    Specialist Advice, Customer Financial Planning - Cambridge, United Kingdom- Permanent- Full Time#R-00229687

  • Financial Planning Manager

    4 days ago

    Cambridge, Cambridgeshire, United Kingdom Sellick Partnership Full time

    Role: Financial Business Planning and Treasury ManagerType: PermanentSalary: £65,000 – £75,000 (depending on experience)Location: Fully Remote (occasional travel once a month to the office in Cambridgeshire)Sellick Partnership is partnering with a Housing Association to recruit a Financial Business Planning and Treasury Manager on a permanent basis.The...

  • Financial Administrator

    2 days ago

    Cambridge, United Kingdom Office Angels Full time

    Job: Permanent Financial Administrator Hours: 30-37.5 per week **Salary**: up to £30k Based: Milton Type: Office and Home-Based role A firm of Chartered Accountants and business advisers based in Cambridge, offers a wide range of accounting and business services to an interesting and diverse client base. Seeking a Financial Administrator....

  • Ifa Administrator

    6 days ago

    Cambridge, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Cambridge, Cambridgeshire** **Salary up to £33,000+ bonus** - Are you an experienced IFA Administrator who’s looking for _**hybrid working?**_ **Would you like to work for a company that offers exceptional benefits, including 30 days** **holiday + bank holidays + an additional day for wellness...

  • Financial Assistant

    4 days ago

    Cambridge, United Kingdom PPSL Full time

    We are working with our client on a rare opportunity that is offering a pathway into the Wealth management sector for Graduates or someone who has a small amount of financial services experience but seeking something with a clear development path. The Wealth Assistant role is an ideal opportunity for someone looking to work in a well-established and highly...