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.

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 [email protected]