Financial Planning Administrator

Recruiter
Reed Insurance
Location
Newbury
Salary
£20,000 per annum
Posted
06 Feb 2018
Closes
06 Mar 2018
Contract Type
Permanent
Hours
Full Time

My client a very well established wealth planning IFA is very actively looking to recruit a skilled Wealth Planning Administrator to join their successful Team based in Newbury. The successful candidate will be a Junior Wealth Planning Administrator to begin with and will be developed within the role. This is a fantastic opportunity for a skilled person looking to make a career in the Wealth Planning Industry. The client rewards talent and you will be recognised and developed for your ability.

Responsibilities

  • Processing business on the Wealth planning side on behalf of the Advisers
  • Updating the systems and setting up meeting packs
  • Dealing with client policies on a daily basis
  • Ensuring all the work is carried out to a compliance level

About You

  • Currently working within Financial Services
  • Working towards achieving the diploma and ideally R01 qualified as a minimum
  • Keen desire to make a career in Wealth Planning Administration

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