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HNW Wealth Planning Administrator

Location: READING, BERKSHIRE Salary: 25000 - 30000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 11 months ago Reference: 3056746
My client a very prestigious Wealth Planning Global IFA Practice, is actively looking to recruit a highly skilled HNW Financial Planning Administrator to join the Team in Reading. From a HNW Wealth Planning background, the successful applicant will have exceptional skills within processing new business and extensive use and knowledge of various Wrap Platforms.   Your extensive knowledge and exposure will be rewarded and you you will be recognised for your abilities. 

The main Key Responsibilities are as follows:-

- Be the first point of contact to provide clients with professional support and accurate information with regards to their product and services whilst demonstrating the cor company values.
- Escalating issues to the Sales Executive/Consultant/Financial Planner or Team Leader where appropriate 
- Work with providers and clients to: (i) maintain accurate data e.g. membership/products and services information/claims/financial data; (ii) obtain information for other team members which they can pass on to clients paying attention to cross referencing and checking details.
- Produce and maintain accurate and complete documentation /correspondence in a compliant manner with timescales confirmed by Divisional service level agreements (SLAs) for both new business and on-going business requirements e.g. annual renewal/review
- Respond to clients and sales executive/Consultant/Financial Planners queries in a timely manner and accurately by using and amending standard letter, writing clearly, concisely and professionally.
- To follow all processes and procedures – particularly that all business activity is logged to ensure revenue is accurately recorded and documented.
- To ensure the efficient and accurate production of all reports and correspondence to clients
- To provide relevant information to the sales team to ensure sales opportunities/menu sales are realised

This is a fantastic opportunity to work for a Global label within Wealth Planning and to be considered you must be able to demonstrate the following:-

- Experience working for an IFA/Financial Adviser or platform provider
- Experience using investment platforms such as Standard Life Wrap, Cofunds, AJ Bell, - AXA Elevate (essential)
- Data management and good knowledge of Excel, Word and PowerPoint
- Understanding of the FCA regulated requirements and environment
- Knowledge of Intelliflo (ideally)
- Ideally Degree educated or equivalent   
- Excellent communication skills
- Excellent attention to details and organisation skills

In return our client offers an excellent salary and benefits package. 

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