Financial Planning Administrator
Reed are currently recruiting for a Financial Planning administrator who is passionate about numbers. We are looking for someone who will become a specialist at using an investment platform, and your new role will include implementing and tracking all new business.
All training will be done on the job so prior experience is not essential although it would be useful. The role requires someone who enjoys working with numbers and is very organised and detailed.
Your main role within the team will be to implement the investment recommendations made by the Financial Planner. This will involve reviewing a client’s investment portfolio and actioning the advice in the most tax efficient and timely manner.
As you will be dealing with investment in a daily basis, we are looking for someone who is a logical thinker, who enjoys numbers and problem solving.
• Excellent attention to detail.
• Friendly communication skills.
• A desire to show initiative as well as knowing when to ask for help.
• Strong numeracy and literacy skills.
• A good team player.
For more information please contact Donna at REED.