Financial Planning Administrator

Posted 3 days ago by Reed Insurance Easy Apply Featured
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. 

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 

For this role we would like to speak to candidates that meet this criteria below:

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

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34064490

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