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!