Wealth Planning - Worthing, United Kingdom - Cranleigh Personnel

Cranleigh Personnel

Verified Company

Worthing, United Kingdom

6 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Title:
Wealth Planning / IFA Administrator

Worthing Sussex - from £25,000 up to £32,000

Job Summary:

If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you.

Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive administrator to join their team.

As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.

Responsibilities:

Actively participate in the client annual review process
Process new business submissions and ensure smooth and timely business processing
Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
Maintain client records and process annual review reports and new business processing using their backoffice system
Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products

Requirements:

Proven experience in a Wealth Planning / IFA Administrator role
Excellent attention to detail and organizational skills
Proficient in using backoffice systems and online portals
Strong interpersonal and communication skills
Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products

Additional Information: