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Financial Planning Administrator (Newbury)

Posted 3 April by Reed Insurance Ended
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. 

The main duties will be as follows:-

- 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 

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

- 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

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33593998

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