Wealth Planning Administrator

Posted 23 February by Reed Insurance
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

Application questions

Are you currently a Wealth Planning Administrator within an IFA Practice?
Do you have exposure to Wrap Platforms?
Are you working towards your Diploma in Wealth Planning?
Have you used Avelo or Iress back office systems?

Reference: 34548842

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