Wealth Planning Administrator

  • Location

    Bagshot, Surrey

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £30000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2264_1578406490

  • Published:

    9 months ago

  • Expiry date:

    2020-02-06

  • Consultant:

    #

We are currently working with a reputable Financial Adviser's based in Bagshot to recruit an IFA Support Administrator to support a team of high performing Financial Planners.

Due to increasing business levels an opportunity has now arisen for an experienced individual with 2+ years experience within Financial Services to join their business. The role will be to provide support to both the Paraplanners and Financial Advisers on a daily basis.

Tasks will include: To fully support the Life & Pensions department, Checking & forwarding on Policy Documents, Day-to-day administration / dealing with post from insurance companies & clients, Updating of values / records of policies & preparing periodic review packs for clients, providing illustrations for consultants, life & pension policy quotes from insurers, producing
reports through Avelo, Maintaining Avelo, inputting new client and new policy information.

An excellent opportunity to join a forward thinking organisation where progression is available.