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Financial Planning Administrator

Posted 19 March by Reed Insurance Featured Ended
My client a successful Wealth Planning Advisory practice in the Oxfordshire area, is actively looking to recruit a skilled Wealth Planning Administrator to join their successful team based in the Oxfordshire area.  The successful applicant will have a real chance to progress and be currently from a Wealth Planning background preferably with knowledge of the use of Xplan via Iress so experience in this  would be advantageous, platform exposure would also be great i.e AVIVA, Elevate and old mutual.  The client will offer a fantastic career path and will reward talent and skills. 

The main duties will be to support and  be part of a team of 5 who support 4 ifa's, great opportunity to develop in a very successful company.  Processing new business on behalf of clients and using the database and the Wrap platforms, you will have a strong Wealth Planning background in carrying out a similar role. 

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

- Background within Financial Planning Administration
- Use of Wrap Platform - preferably old mutual and Avelo 
- Currently working within an IFA practice

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33448976

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