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WRAP Administrator

Posted 14 March by Reed Insurance Easy Apply Ended
Wealth Management practice based within Bournemouth are expanding and looking to recruit within their Client Support team. This is a technical administration role, where you will be fully supported towards your Level 4 Diploma in Financial Planning.

The ideal candidate will have previous experience working in a IFA practice in a Administration role, and will have experience within WRAP platforms.

Industry relevant qualifications and experience within Xplan or Ires systems would be desirable.

The Role…
• Ensure all clients receive a 5* administration experience
• Act as a main point of contact for the businesses clients and advisers
• Generate accurate quotes and illustrations
• Advise on appropriate recommendations where needed
• Updating client records
• Processing payments and investments
• Tax calculations
• Drawdown pensions

Desired Skills…

• Build and maintain strong relationships
• Be a good team player
• Initiate and ability to work well on own
• Stakeholder management skills
• Attention to detail
• English and Numeracy skills

Please apply online today or send your most upto date CV to 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33783900

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