IFA Administrator - Reading Area

Posted 24 January by Reed Insurance
My client a very well established Wealth Planning IFA Practice based in the Reading area. This is an excellent opportunity for a skilled Wealth Planning Administrator who is looking to work for a company where you are part of a team and a great culture and where you are rewarded in terms of salary and benefits.  It is a great company to work for and in a lovely location just outside of Reading.  To be considered you must have ideally a minimum of five years exposure in the industry and have a great understanding of HNW Wealth planning administration. 

The main purpose of the role will be to support not only the Paraplanners but the Advisers in the team in ensuring that client policies are processed and compliant and you will be responsible for ensuring that the processing is seem-less and updating the bespoke database with client updates and policy information. 

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

- Minimum 5 years of exposure to working within an IFA Support role
- Currently processing new business within a HNW IFA practice

The salary and benefits are fantastic so please do apply immediately if you have the necessary skills. 

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you currently an IFA support Administrator in an IFA Practice?
Are you currently working as a Financial Planning Administrator in an IFa Practice?
Are you a client services Administrator in an IFA P:ractice?
do you have HNW New business processing skils within an IFA Practice?

Reference: 34311686

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job