Financial Planning Administrator

Posted 18 September by REED Insurance
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My client based in Alton is a successful Financial Planning Practice who are expanding and welcoming a new Senior Administrator to the team to take on the responsibility for a bank of clients and ensure that the servicing of these clients meets the high standards expected.

My client is looking to pay between £18,000- £24,000 depending on experience.

The ideal candidate will have a strong background in financial services administration and be able to hit the ground running, be experienced in diary management, be confident in their ability to prioritise workloads and be organised in their approach.

Duties such as....
• Reporting to Administration Manager
• Processing Letters of Authority
• Update and maintain back off database
• Book client meetings and preparing packs for these meetings
• Provide support to the advisers
• Arranging fund reviews and reports to be written
• Submitting new business whether online or by post
• Liaise with clients, advisers, providers and other professionals
• Ensure clients and advisers are kept up to date with progress

For more information please apply online today or contact directly.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 36141743

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