Wealth Planning Administrator

IFA Administrator / Wealth Planning Administrator

Location: Reading - South of Reading Outskirts

Salary £28,000 - £36,000

Are you a Wealth Planning Administrator who is now looking for your next role?

If so, we have a role for you

Our client, a boutique independent wealth planning company on the southern

outskirts of Reading, is now looking for an experienced Wealth Planning Administrator to join their team.

As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.

Responsibilities:

• Actively participate in the client annual review process
• Process new business submissions and ensure smooth and timely business processing
• Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
• Maintain client records and process annual review reports and new business processing using their back-office system
• Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products

Company/Role Information:

• Working in an established practice with strong procedures and processes, you will be working in a close knit team of 5 Administrators who support 7 Advisers.

NB: Due to the rural location of the office, you would require your own mode of transportation

Benefits:

• Full exam support to complete your diploma (if desired)
• 22 days holiday 1.5 days extra over Xmas close- hours 9am - 5pm
• Ample parking at office
• Flexible start/finish time available.
• Bupa, 4 x DIS - plus 1 x day working from home

Requirements:

• Minimum 1 year's experience working as an IFA Administrator
• Excellent attention to detail and competent on CRM systems
• Fantastic telephone manner and strong inter-personal and relationship building skills

So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail