polkadotfrog are recruiting for our client based in Ipswich who are looking to expand their team, we are looking for a Wealth Planning Administrator ideally with experience due to the busy nature of the work. However if you are an experienced Administrator with a keen interest in the finance industry with transferable skills we would be keen to hear from you.
This role would really suit someone with the ability to multi task who has excellent organisational skills, as you will be required to provide strong administrative support to a team of Wealth Planners.
The duties of the Wealth Planning Administrator are:
General administrative tasks such as filing, photocopying, collating information, composing letters and emails
Providing team administration
Liaising with product providers to update and collect all necessary information on clients existing arrangements
Open post and distribute/action where needed
Preparing letters of authority
Maintaining up to date and accurate client files/records electronically and through internal system
Preparing paperwork required by wealth planning team members for meetings, business submission and processing new business applications
Liaising with providers regarding commission and fee payments
Reconcile monthly Wealth Planning revenues
Inputting data obtained from clients and providers into the system
Skills and experience required of the Wealth Planning Administrator
Educated to degree level or equivalent
Certificate in Financial Planning or equivalent preferred but not essential
Good working knowledge of Word, Excel and PowerPoint
Ability to multi task
Whilst we would love to get back to every applicant, it is not always possible, so if you havent heard from us within 5 days, please note that your application has not been successful on this occasion.
polkadotfrog Ltd is acting as an employment agency in regard to this vacancy. Our team of Specialist Consultants have the skills, experience and passion to deliver a professional, personal and quality service. Our mission is to build long-term relationships and help clients and candidates find the perfect match.
With offices in Cambridge, Ipswich and Norwich we specialise in the Office Support, Sales, Marketing, Finance, HR, IT, Legal and Shipping & Transport sectors across all levels.