Job Information

Weare recruiting for an established firm of Financial Advisors based in SE London.

job Description : Technical Support Manager

To 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 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

• We would expect at least completion of the Diploma in Financial Planning : excellent technical knowledge is essential.
• 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.