Financial Services Wealth Planning Administrator

Posted 26 February by Reed Insurance
My client a very successful IFA practice is actively looking to recruit a skilled Wealth Planning, HNW Administrator to join their successful Team based in Based in Bagshot.  The individual will have a strong Wealth Planning Administration background and be able to hit the ground running quickly.  This is an incredibly great opportunity and would suit someone looking to work for a client who will recognise you skills and ability.   

The main duties will include the following:-

Processing new business
Dealing with client queries
Carrying out information gathering on behalf of the paraplanners
Acting as first point of contact for the business
Updating the bespoke database
Updating client information 

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

- Currently working within an IFA Support Administration role
- Previous exposure to usig 1st Software or Adviser Office
- Currently a Wealth Planning Administrator 
- Part Diploma qualified

In return our client offers an excellent salary and benefits package.  

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you currently an IFA Support Administrator?
Have you previously used Adviser Office or 1st Software?

Reference: 34557445

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