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Senior Wealth Planning Administrator

Posted 16 April by REED Insurance Ended
My client a very successful Wealth Planning IFA Practice in Marlow, Buckinghamshire, is actively looking to recruit a Senior Wealth Planning Administrator to join their thriving practice.  From a Wealth Planning IFA Support background - your attention to detail and administration skills will be excellent and this will be demonstrated on your cv.  Your product knowledge within Financial Planning will be thorough and you will be rewarded for your skills and ability. 

The main duties will include the following:-

- Supporting the Wealth Planning Advisers your Administration and letter writing skills will be 2nd to none
- Updating client files on the bespoke system
- Assisting the Paraplanner in preparing their written reports
- Dealing with client queries

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

- A very strong Wealth Planning Administrator with very strong attention to detail on grammar and punctuation with excellent product knowledge

In return our client offers an excellent salary and benefits package

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33936571

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