Financial Planning Administrator

Reed Insurance
19 Mar 2017
18 Apr 2017
Contract Type
Full Time
I am recruiting for an Investment Management Assistant to be based in central Marlborough, working for one of the UK's leading independent providers of discretionary wealth management.

Key accountabilities will include:
- Completing, checking and submitting client reports and take-on documentation, initially under supervision
- Maintaining new business and prospect tracker systems
- Updating client database including fact find input
- Printing and binding of reports and presentations
- Efficient handling of letters, telephone calls and faxes, handling of email traffic and dealing pro actively with all other items of incoming and outgoing correspondence
- Maintaining manual and electronic filing system (DMS)
- Arranging and co-ordinating meetings
- Scanning and photocopying
- Covering postal and reception duties
- Ensuring that relevant supporting documents for meetings are provided to Financial Planners in advance
- Helping prepare client financial planning reviews
- Communicating with plan providers to obtain client information


- Administrator experience
- Success in an administrative role
- Experience of dealing with clients
- Financial Services experience


- Excellent organisational skills, with ability to prioritise and multitask
- Excellent verbal and written communication skills
- Ability to quickly build effective relationships at all levels of the business, including work colleagues, external clients, product providers and other such professional connections
- Experience of all MS Office Packages, particularly Word and Excel
- Display a positive approach to change, remain calm and work well under pressure
- Accuracy, numeracy and attention to detail.

Reed Specialist Recruitment Limited is an employment agency and employment business