Wealth Planning Administrator - Milton Keynes

Posted 4 days ago by Reed Insurance
My client a successful Wealth Planning Practice, is actively looking to recruit a skilled Wealth Planning Administrator to join their successful Team based in their offices in Milton Keynes. This is a fantastic opportunity for someone looking to join an expanding practice and become part of a HNW Wealth Planning business who pride themselves on their client service.  They have a strong Employee Focus and reward people for their skills and talent. 

The main purpose of the role is to process new business on behalf of HNW and Pension Clients, supporting the Advisers and Paraplanners in offering an exceptional service.  

To be considered you must have a background within an IFA practice and be able to hit the ground running immediately.  

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you currently a Wealth Planning IFA Administrator?
Do you have Wealth Planning exposure within an IFA Practice?
Are you currently a Financial Planning Administrator?

Reference: 33402466

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