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** Wealth Planning Administrator - Trainee Paraplanner

Posted 26 February by REED Insurance Easy Apply Featured Ended
A fantastic IFA practice based in Guildford in Surrey are seeking a new Administrator to join the team. This is an exciting forward thinking company that offers a competitive salary and benefits and development for the eager candidate

This role will consists of:
• Register and appropriate /websites and other forms of e-business
• Maintain up to date client files and utilise data using our back-office database,
• Maintain up to date records on our document management system, Virtual Cabinet
• Obtain plan information from providers
• Process and track new business applications
• Prepare and issue Letters of Authority and responses
• Invoice preparation
• Liaise with clients and providers
• Operate within the compliance and corporate standards of the business
• Previous experience in an IFA environment is essential as is using and the Wrap Platform

We are seeking someone from the Financial services industry and we would like to speak to candidates that have the desire to develop in their career as this client offers a brilliant develop programme. 
• Some group pensions administration experience may also be useful
• Interpersonal - team working and communicating with clients remotely
• Proactive, willing to continue to develop, enthusiastic
• Highly , methodical, disciplined and meticulous
• Ability to
• Computer literate – Outlook, Word, Excel
• Excellent keyboard skills
Undertake appropriate professional development and training

Please apply to

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33348102

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