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Wealth Planning Administrator

Posted 3 April by Reed Insurance Featured Ended
My client a leading Wealth Planning IFA in Bracknell is actively looking to recruit a skilled Wealth Planning Administrator to work within their Client Services Team.  This is a fantastic opportunity for someone currently working within an IFA Practice but looking to work for a larger company or to progress their skills further within Wealth Planning.  It is a great company and they really reward skilled individuals.   If you have the skills within Wealth Planning Administration you will be recognised for your skills.  

The main purpose of the role will be as follows:-

• Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
• Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.
• Preparation for client meetings and attend as and when required.
• Provide the business support necessary in meeting business objectives, as required.
• Process all business in accordance with required processes & proactive pipeline management.
• Prepare and print illustrations, key features and applications as required.
• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
• Request policy information from third party policy providers.
• Coordinate and produce client valuations as part of the advice delivery process.
• Maintain client records in accordance with internal Compliance requirements.
• Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.
• Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.
• Cover Front of House responsibilities as and when required.

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

• 2-5 years of operational experience within the financial services industry.
• A proven strong ethic of client service
• Excellent standard of education ideally with Certificate in Financial Administration (CF1)/equivalent with a desire to further development through additional qualifications.
• Proficient IT skills in core Microsoft Office systems.

This is a fantastic role and a great company to work for within Wealth Planning 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34453984

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