IFA Support Administrator - Oxford

Reed Insurance
09 Mar 2018
14 Mar 2018
Contract Type
Full Time
My client a highly successful and National Financial Services company is actively looking to recruit a skilled Wealth Planning Administrator to join their expanding Team based in the Oxfordshire area. This is an incredibly good opportunity for an IFA Support Administrator looking to work for a larger company and be part of its growth and success. The client rewards talented individuals and you will be recognised for your skills and exposure. If you are ready for a new challenge within Wealth Planning then this will be an ideal opportunity to be recognised for your skills and ability.

The main purpose of the role will be to support the Paraplanning and Advisory team in processing new business on behalf of HNW and Corporate clients and updating the bespoke database with client information. There will be a strong element of client contact and support and your excellent administration and client skills will give you a distinct advantage in carrying out this role.

To be considered, you must be able to demonstrate the following:-

- Currently working within an IFA Support role for a Wealth Planning IFA Practice or St James Place practice and looking for a new challenge
- Preferably working towards Diploma or keen to get more qualifications
- Good working knowledge of Wrap platforms and 1st Software or Adviser office a distinct advantage

In return you will be recognised for your skills and ability.

Reed Specialist Recruitment Limited is an employment agency and employment business

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