Financial Planning Administrator - Bishop Storford

Posted 6 days ago by REED Insurance
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My client a leading Wealth Planning Company is actively looking to recruit a skilled HNW Wealth Planning Administrator to join their very successful practice based in the Bishop's Stortford.  This is a fantastic opportunity for a really skilled Administrator who has a strong background within Wealth Planning Administration.   The client rewards talent and you will be recongised for skills and exposure.  

The role will involve processing new business for HNW Wealth Planning Client and ensuring that all policy documents and client information is uploaded onto the bespoke systems. In addition, the candidate will support the parpalanners and directors in carrying out day to day duties, liaising with clients and carrying out any policy paperwork which may be required. 

To be considered you must be able to demonstrate the following:-

-  Exposure within an IFA  Administration Role
-  Previously used 1st Software or Adviser Office Systems
-  Processing new business for HNW Wealth Planning clients

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you a financial planning administrator in Bishops Stortford area?
Are you currently processing new business within an IFA Practice?
Have you worked in Administratinon in an IFA Practice?
Have you previously worked within a St James Place or IFA previously?

Reference: 34889112

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