FS Administration | Central London

Reed Insurance
London (Central)
11 Feb 2018
16 Mar 2018
Contract Type
Full Time
Financial Services Administrator | Central London

My client, an international organisation specialising in advisory services is recruiting for an experienced IFA Administrator to join their Financial Planning Team to enable them to meet their objectives of servicing existing clients and winning new clients.

You role will include (but not limited to): -

• To carry out the day to day administration functions for the Financial Planning Team
• To assist the Financial Planning Team in enabling them to provide and implement suitable planning advice to meet and/or exceed agreed activity targets.
• To ensure that appropriate technical and market awareness knowledge is maintained in order to assist the Financial Planning Team.
• To input & maintain prospect and client records on CRM system in line with internal standards.

My client is looking for the following: -

• Financial Planning experience in a ‘Professional’ practice
• Experience with Intelligent Office preferable.
• Adaptable to changing demands and priorities.
• Strong IT skills including use of laptop/desktop computing. Microsoft Office and database (CRM) management.
• Able to prioritise workload
• Able to work to deadlines
• Preferably some experience in the areas of investment/wealth management, protection/risk, pension and at-retirement advice.
• Cii exam progression – towards Dip PFS

In return, my client can offer an excellent salary and benefits package.

Please only apply if you have relevant experience in Financial Services.

Robyn.lowe@reedglobal.com | 020 7220 4777

Reed Specialist Recruitment Limited is an employment agency and employment business

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