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Form of work
SalaryReed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum.
Key Responsibilities:
To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:
• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
• Work with centralised Administration team for processing new client and annual review post meeting packs.
• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.
• Package and dispatch financial planning reports for the Financial Planners and their clients.
• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.
• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.
• Produce and issue client fee invoices.
• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.
• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.
• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information
• Ensure all data is captured and entered accurately onto the back office.
• Regularly check data, fill gaps and amends errors where necessary.
• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.
• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working.
Requirements:
• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Excellent organisational skills, flexible and proactive approach to getting the job done.
• Strong interpersonal skills, both written and verbal communication.
• Excellent accuracy and attention to detail.
Recommended:
• Experience of working with Investment Wrap Platforms
• Experience of using Intelligent Office back-office system
• Experience of working in a small to medium sized financial services environment
Benefits:
Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day’s holiday for each year of service up to 28 days.
Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.
Company Funded Group Life Assurance - 4 x Salary at date of death.
Company Funded Group Pension Scheme - 3% employee contribution and 5% company contribution
Company Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.
Funded Training - They will cover the cost of exams and learning materials.
