Financial Planning Administrator - Cambridge

About the company

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 team in Cambridge.

Your tasks

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
• project work when required

Requirements

You must have experience working in a financial planning administrator role and excellent communication and team working skills.

What we offer

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

Basic salary to £32,000 benefits