Financial Planning Administrator

Reed Insurance
Stoke Pound
10 Jan 2018
11 Feb 2018
Contract Type
Full Time
My client are an established IFA practice, boasting over near £200million AUM. With relationships with local professional bodies such as Accountants and Solicitors, the firm are highly experienced in the financial planning process, offering advice across Pensions, Investments, Protection, Life Assurance, Corporate Pensions and Tax Planning.

They are seeking an enthusiastic, experienced Financial Planning Support professional to join their friendly team.

Key responsibilities:

• Ensure all dealings with customers are carried out in a professional and courteous manner.
• Undertake sufficient product and market research.
• Ensure all supporting documentation is maintained as per company procedures.
• Maintain all standards of performance as required by the firm.
• Ensure relevant CPD is maintained and recorded accurately.

Key experience needed:

• Previous or current IFA Support experience
• Detailed knowledge and understanding of the firm’s record keeping requirements.
• Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s Business Manual and procedures.

Reed Specialist Recruitment Limited is an employment agency and employment business