Financial Planning Administrator - Cambridge - Up to £33,000

The opportunity for an IFA Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.

This would suit someone who is a recent graduate with an interest in Investments/financial services and keen to complete their exams within the industry.

Benefits:

• Full exam and study support towards CII/CISI.
• Progression within the role towards paraplanning/advice in the future.
• 6% pension contribution after probation
• PMI, income protection, DIS 4x salary
• Annual Discretionary bonus scheme
• 25 days holidays + bank holidays and buy and sell scheme
• Exam pass bonuses
• Regular team and social activities

The Opportunity

• Taking ownership and accountability for maintaining and updating client records securely using relevant systems (i.e. Intelliflo, Smartsheet, Figaro).
• Coordinate/attend client meetings and manage FP/CRM calendars.
• Communicate with clients in a professional manner including meeting and greeting clients who attend the office.
• Handle all enquiries (email or telephone), providing excellent service and addressing their needs effectively.

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have –

• Strong academic background, educated to a high level
• Level 4 CII Diploma, working towards and willingness to complete.
• Previous experience of working within wealth management/building society or similar.
• Professional communication manner, both written and verbally

What’s next?

Apply today to be considered for this financial planning administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.