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Financial Planning assistant

Financial Planning assistant

Posted 25 June by REED Insurance Easy Apply Ended
We are recruiting for a fantastic IFA based in Guildford that are recruiting for a Financial Planning Assistant who can work with the client services team and Paraplanners in the whole admin process

This role will consists of:
• Register and appropriate /websites and other forms of e-business
• Maintain up to date client files and
utilise
data using our back-office database,
• Maintain up to date records on our document management system, Virtual Cabinet
• Obtain plan information from providers
• Process and track new business applications
• Prepare and issue Letters of Authority and responses
• Invoice preparation
• Liaise with clients and providers
• Operate within the compliance and corporate standards of the business
• Previous experience in an
IFA
environment is essential as is using and the Wrap Platform

We need candidates that have a good attention to detail, that have worked in a financial services environment before, either Practice or provider is optional, ideally Pensions and Investment work experience is what we would like to see. 

please email me your cv for more details on this exciting opportunity. 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34829115

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