PART TIME FINANCIAL PLANNING ADMIN

Recruiter
Reed Insurance
Location
Farnborough Green, Surrey
Salary
14000.0000
Posted
17 Jul 2017
Closes
16 Aug 2017
Contract Type
Permanent
Hours
Part Time
We have a great opportunity with a brilliant IFA Practice based in the Farnborough location that is seeking a IFA Financial Planning administrator. 
This role is a full time or Part time role that will suit someone who has a good understanding working knowledge of and IFA practice environment

Reporting into the Paraplanner and Practice manager you will be soley responsible for the following duties..
• prepare information as applicable for client meetings
• ensure that post meeting requirements for information and signature are clearly marked and summarised so that the need for follow up calls and request for information is minimised
• Establish and maintain electronic client files in line with company standards, ensuring that:
• they are up to date at all times and all contact related to the client's needs or enquiries is contemporaneously recorded in the database
• they are fit for purpose
• information is ordered and retrievable
• records are appropriately stored at all times
• records are readily available for spot checks, compliance and regulatory audits as requested

Any other ad-hoc Admin duties 

For this role we need someone who can communicate well both verbally and written, the ability to prioritise workloads, have good attention to detail, work well in a team and we would be seeking someone who has worked within an IFA practice before and has a good knowledge of Platforms, pensions and Investments. 

For this role there are ample of opportunities to progress into a Paraplanner further on in the career as the client will encourage all to employees to do the Diploma in Financial Planning and they will pay for it.  This is a lovely company with a great working environment and a flexible work approach to working parents. 

Reed Specialist Recruitment Limited is an employment agency and employment business