Reed 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 contributionCompany 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.