**Financial Planning Administrator**

Recruiter
Reed Insurance
Location
Wolverhampton
Salary
18000.0000
Posted
11 Feb 2017
Closes
11 Mar 2017
Contract Type
Permanent
Hours
Full Time
My client is an Independent Financial Advisory Practice offering comprehensive Financial Planning Services to private and corporate clients. They have strong professional connections, well established and located in Wolverhampton.

Main responsibilities:

- Preparing reports for clients on IHT, Retirement Planning and Investments
- Assisting with Suitability report writing
- Completion of Reason why letters
- Pension Evaluations
- Deal with client quiries and act as first point of contact for clients in the absence of the IFA

The successful candidate will have:

- Experience as an IFA Administrator
- A desire to complete the Level 4 Diploma qualification
- High attention to detail
- Strong communication skills

Reed Specialist Recruitment Limited is an employment agency and employment business