Wealth Planner Administrator

Posted 3 days ago by Reed Insurance Easy Apply
A leading IFA is recruiting for a Financial Planning Administrator to work in a very successful office based in Guildford.. This role has come about due to business and growth. We are looking to speak to candidates as soon as possible about this exceptional opportunity that has a huge amount of growth and career development programs in place for all levels.

• Maintenance of Adviser Office ensuring that all event lists and tasks are carried out and completed in line with company policy and procedures
• Process all Business as directed by the Manager in a structured way
• Assess clients file documentation in accordance with compliance requirements
• Identify any remedial action that may be required and ensure that the documentation is returned to the Adviser
• Accurate time recording to note billable time for invoicing
• Coordinate billing of fees with Wealth Adviser
• Request policy information from product providers/3rd Party/ via email/fax/telephone
• Coordinate and Produce client valuations
• Ensure all activities are timely, compliant and conducted in a manner that will meet the set administration standards
• Develop and maintain effective relationships with clients, colleagues and 3rd party’s
• Ensure compliance documentation requirements are met, including completing breach registers
• of workload
• Discuss any compliance and quality issues with Adviser & or Compliance Department
• Any other tasks as and when required

for this role we are looking to speak to candidate that have carried out a similar role and have covered the following areas...

• Anti Money Laundering legislation
• Excellent standard of education, degree qualified or equivalent preferable, with a desire for further development and to undertake relevant examinations
CF1 or equivalent or working towards
CF2/5 or equivalent or working towards
Skills:
• IT literate and attention to detail
• Effective interpersonal skills
• Proven experience in an Environment is essential
• Proven track record in client/customer satisfaction

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34479808

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