Wealth Planning Assistant

Reed Insurance
Central London
09 Jul 2017
08 Aug 2017
Contract Type
Full Time
The candidate will be working in a small team of financial administrators, providing administration for the firm's advisers. 

The duties include providing support to advisers and paraplanners; processing new business and implementing advice given to clients; Liaising with product providers and clients; Basic report writing. 

Attractive salary and benefits package. 

The ideal candidate will have previous experience in Financial Services based company, preferably IFA. The candidate will have  experience using Xplan and Adviser Office and should be confident with dealing with HNW private clients. Preferably, the candidate will have experience with Wrap platforms ans is working towards the Diploma in Financial Planning. 

The role requires a key team player and someone who is readily available to deal with different tasks throughout their working day.

Please apply if you have the required skills and experience specified.

Reed Specialist Recruitment Limited is an employment agency and employment business