Our client is a leading Cheadle based financial planning firm who hold strategic partner status with the Intrinsic network. They are currently seeking an experienced Financial Planning Office Manager / Senior Technical Administrator to join their growing and busy team;
Our client is a respected firm that provides unbiased advice to both individual and corporate clients. They have a highly qualified and experienced team who provide our clients with a dedicated and professional service.
Required Skills/ experience-
- A working knowledge of DB and DC pensions
- Familiar with FE analytics / protection quotes systems
- The ability to produce IHT / CHT / CF calculations
- Is able to write reports if required, but would be infrequent, so some previous paraplanning experience useful
Job description
- Managing Team and their work load
- Interviewing and training of new staff member
- Online training & development on the systems used
- Reviewing our processes and creating better methods
- Assisting staff & guiding them through the processes & procedures
- Co-ordinating & processing the client cases - Setting up of SIPP, ISA, General Investment, Pension transfer DB & DC, Personal and Business Life Cover, Auto Enrolment etc.) in a complaint manner
- Checking advisor’s suitability reports to ensure they are compliant and the advice give is maintains good practice
- Diary management & setting up of reviews
- Pulling various commission / invoice reports and keeping an eye on all incoming commission
If you have the required experience and are looking to further your career with a firm that can provide further technical training and support you through further industry qualifications please apply today.