Financial Planning Administrator

Recruiter
Reed Insurance
Location
Guildford
Salary
£22,000 per annum
Posted
06 Feb 2018
Closes
06 Mar 2018
Contract Type
Permanent
Hours
Full Time

A fantastic opportunity has arisen with a long standing client of ours, we have worked with this market leader for many years and on the rare occasion that they have a vacancy we assist in the recruitment.

This client is based in Guildford and has the opportunities for 2 vacancies within the highly skilled Financial planning support team covering all aspects of administration with technical elements to the role.

Responsibilities

  • Our clients offer a variety of bespoke financial planning services, ranging from basic to complex financial reviews and advice in connection with providing for retirement, extracting retirement income, tax and investment planning.
  • Deal with the administration for client benefit schemes
  • Prepare written reports and suitability letters relating to client specific cases
  • Liaise with relevant parties including insurers, payroll administrators etc. to ensure that benefits are installed properly
  • Researching product markets in connection with client specific requirements
  • Obtaining illustrations from insurers along with technical information, performance enquiries and general provider information
  • Analysing raw data to assist advisers in making client recommendations

About You

  • Strong academic history
  • Relevant professional qualifications an advantage, although not essential
  • Previous Financial Services administration experience is essential for this role
  • Must be able to use their initiative
  • Good communication skills, both verbal and written
  • Experience of report and letter writing
  • Ability to work well in pressurised environment with the ability to prioritise work

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