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Wealth Planning Administrator

Wealth Planning Administrator

Posted 11 September by REED Insurance
Ended
My client a Wealth Planning IFA Practice, specialising in HNW Client policies, is actively looking to recruit a skilled Assistant Wealth Planning Administrator to join their successful Team.  From a Financial Services Background, be this within pensions, investments or other areas of Financial Services, you must have an understanding of the industry and work along side more senior Administrators within the IFA Practice.  This is a great opportunity for someone which to gain further exposure within the industry of Wealth Planning.   The role will be to Provide administration support to the Service Delivery team. Responsible for client hospitality (where applicable), and to provide first class client service via the effective handling of all internal and external telephone calls and of visitors to the company. 

• Answer all internal and external telephone calls, using the main switchboard, in an efficient and courteous manner.
• Meet and greet clients and external visitors, offer beverages and newspapers.
• Arrange any catering requirements for meetings and seminars.
• Maintain all front of house and client facing areas ensuring meeting rooms are presentable immediately before and after meetings in accordance with Front of House standards.
• Manage meeting room diary.
• Occasional assistance with out of hours events in the office.
• Support the office with administrative duties.
• Responsible for production of all client meeting packs.
• Responsible for binding reports as requested from Paraplanning.
• Responsible for managing all postal, courier and delivery requirements including the franking and sorting of post and DX deliveries.
• Support the Facilities team by assisting with ad hoc duties as requested and dealing with local minor service contract providers.
• This role requires candidates to be immaculately presented, to have excellent customer service skills and to work to very high standards within their remit
• Answer all internal and external telephone calls, using the main switchboard, in an efficient and courteous manner.
• Meet and greet clients and external visitors, offer beverages and newspapers.
• Arrange any catering requirements for meetings and seminars.
• Maintain all front of house and client facing areas ensuring meeting rooms are presentable immediately before and after meetings in accordance with Front of House standards.
• Manage meeting room diary.
• Occasional assistance with out of hours events in the office.
• Support the office with administrative duties.
• Responsible for production of all client meeting packs.
• Responsible for binding reports as requested from Paraplanning.
• Responsible for managing all postal, courier and delivery requirements including the franking and sorting of post and DX deliveries.
• Support the Facilities team by assisting with ad hoc duties as requested and dealing with local minor service contract providers.
• This role requires candidates to be immaculately presented, to have excellent customer service skills and to work to very high standards within their remit
e the following:-

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

- Background within some of area Financial Services
• Excellent standard of education with a desire to further development and to undertake relevant examinations in financial Planning
• Proficient IT skills in core Microsoft Office systems.
• Excellent verbal and written communication skills with an eye for detail.
• Professional telephone manner.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 35817853

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