Job Details

Technical Support Manager - IFA Firm

Sector:Financial Services

Region : Greater London

Location: South East London

Salary: Excellent Benefits Package

Job Ref.: SBTMLONDON2

Job Information

I am currently working with a Financial Planning Company in London. This reputable firm has been established for numerous years and is keen to add a high class Technical Support Manager to the already well established team. The company is a truly independent organisation looking to add a Diploma Qualified Professional tot he team.

You would oversee two other staff members with responsibility to ensure smooth running of our back office and offering technical support to the administration team. Overseeing processing of new business, completing suitability reports and liaising with front office staff regarding new and existing clients.

Role: Support Manager

Salary: 45k

Location: South East London

Role and Responsibilities

• Provide guidance to team members on recommendation research and completion of suitability reports.
• Ensure all suitability reports are completed compliantly.
• Oversee all administrative tasks ensuring they are completed accurately and in a timely manner.
• Carry out regular due diligence on our preferred platforms/providers.
• Help front office to prepare for new client meetings and annual planning meetings for existing clients.
• Ensure all incoming client communications are handled promptly.
• Oversee preparation of quarterly valuations.
• Oversee administration of Group Pension and Life Schemes.
• Keep up with changes to software such as Iress, Defaqto, the Exchange, Voyant and training back office team members accordingly.



Qualifications and Education Requirements:

• We would expect at least completion of the Diploma in Financial Planning : excellent technical knowledge is essential.
• We would also expect a willingness to continue with further studies to work towards completion of the Advanced Diploma in Financial Planning

Preferred Skills and experience:

• Must have experience of working in an independent, whole of market adviser firm. Some Paraplanning experience is essential.
• To have a good knowledge of Iress and preferably Voyant Financial Planning software.
• If not, some experience of another Lifetime Cash flow modelling tool would be useful.
• Experience of supervising staff.
• Good communication skills, both written and verbal, and an excellent telephone manner.

Excellent opportunity with a great Basic and Benefits package. If this role is of interest please contact Sam Bates on 0207 7696791 or sam.bates@cameron-james.co.uk