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Wealth Planning Administrator

Posted 3 April by REED Insurance Ended
My client a very successful Wealth Planning IFA Practice is looking to expand further and they are looking for a Senior Administrator with significant exposure within an IFA Practive. This is a fantastic company where you will be recognised for your skills and exposure.  Highly organised you will be working with a very well established Wealth Planning IFA. The client rewards talented individuals, if you have the correct skills this could be a great opportunity for you. 

The main duties within the role will be as follows:-

- Dealing with all aspects of administration
- Maintaining fiels which are mainly done electronically
- Processing new busienss and servicing a running Diary system
- Preparation of valuations and client reviews
- Exposure to writing suitability reports ideally but this can be developed 

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

- Currently working within an IFA Support role with significant exposure
- Exposure to using Wrap Platforms including Ascentric and FundsNetwork
- Exposure to using Avelo/Iress back office systems is essential

In return you will be offered a generous salary and benefits package. 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34548842

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