Wealth Management Executive

Reed Financial services are proud to be representing an outstanding Wealth management firm based in Berkswell, who due to growth and success are recruiting for a Wealth Management Executive.

Our client are a friendly, professional team of 25 ambitious professionals and they would like you to be part of it!

This high performing and ambitious firm, are looking for a Wealth Management Executive to lead their existing administration team, and help support their advisers give bespoke financial planning recommendations to clients

Salary: £30,000.00-£35,000.00 per year depending on experience. Bonus is also awarded on an annual basis.

The Role includes:

• Coordinating an existing team of administrators to manage their cases whilst remaining within agreed SLAs
• Help clients better understand the full potential of our products.
• Support clients/advisers by researching and analysing clients’ requirements.
• Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process.
• Deal effectively with queries from clients and other parties through effective communication.
• Prepare client meeting files including any compliance required documentation.
• Fully analyse clients’ requirements, develop, where appropriate, cash flow models and accurately record client data.
• Research and analyse financial products to meet client requirements and objectives.
• Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports.
• Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
• Provide client/adviser support in relation to existing client needs
• Support the Practice to ensure the end-to-end business process is adhered to.
• Fully analyse clients’ requirements, develop, where appropriate, cash flow models and accurately record client data.
• Deal with general client queries and attend client meetings with the Partner if required.

We are looking for someone who:

• Has previous experience as an administrator working within a financial service environment
• Is organised, and has strong attention to detail
• Enjoys dealing with people and has first class communication skills
• Is confident and can work with total discretion
• A track record in financial services
• Strong operations background
• Is proficient in Microsoft office, Outlook and CRM systems

Benefits:

• Bonus - annual - up to 15%
• Company Pension and 5 x Death in service
• Full training
• Career Progression (we love to promote from within)
• 25 days holiday plus bank holidays
• Free parking
• Opportunities to study - tuition reimbursement
• Team nights out

If you feel you would be a good fit for this role we would be delighted to hear from you!