Connecting...

Back to results list

Wealth Planning Administrator/Adviser Support

Location: MILTON KEYNES, BUCKINGHAMSHIRE Salary: 25000 - 30000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: 1
Posted: 15 days ago Reference: 3066974
My client a very successful HNW Wealth Planning IFA Practice in the Milton Keynes area, is looking to recruit a skilled Financial Planning Administrator to join their successful Team based in Milton Keynes.  The successful applicant will support the Partners and Advisers in preparing meeting packs and be the first point of contact for the Clients.  From an IFA Support background you must have excellent attention to detail and be able to confidently deal with both the administration side and the Client Contact and support side.  The client rewards talented individuals and you will be recognised for you ability with an excellent salary and benefits package. 

The main duties will include some of the following:-

• Preparation for client meetings
• Follow up with Partners after client meetings
• Putting meeting notes together from client meetings
• Co-ordinating work that is required following or in preparation for client meetings and ensuring that it is completed/returned within required timescales
• Carrying out complex and/or urgent administration work
• Arranging client review meetings
• Requesting valuations for review meetings
• Co-ordinating partner diaries
• Dealing with confidential issues on behalf of partners
• Some report writing, if/where required
• Dealing with partner phone calls when they are unavailable



for IFA's to be considered you must be able to demonstrate the following skills:-

- Currently working within an IFA Support role
- Currently a Senior Administrator/Office Manager in a Wealth Planning IFA 
- Strong attention to detail and used to processing new business and preparing meeting packs for IFA's

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

Similar jobs