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Financial Services Coordinator
1 month ago
We are seeking a skilled Financial Services Administrator to join our team at Reed. As a key member of our team, you will be responsible for providing administrative support to our Senior Financial Planning Administrators, ensuring the smooth operation of our financial services department.
Key Responsibilities- Process pension, investment, and protection business with accuracy and efficiency.
- Prepare Annual Review packs and non-advice related follow-ups with clients.
- Update the client database (Intelligent Office) to ensure up-to-date information.
- Produce illustrations and cost comparisons to support our financial planning services.
To be successful in this role, you will need to have:
- Proficient skills in using Outlook, Microsoft Word, and Excel.
- Experience of using Intelligent Office (or similar) and ideally WRAP platforms.
- A proactive and flexible attitude to meet the demands of the role.
You must have a minimum of 5 years' experience in a similar role, preferably in a Senior Financial Planning Administration Assistant position. You will also need to be able to communicate effectively with clients and colleagues, and be willing to work in a fast-paced environment.
What We OfferWe offer a competitive salary of up to \u00a335,000, 2 remote days, and a holiday allowance of 28 days, including the Christmas period. If you are a motivated and organized individual who is passionate about delivering excellent customer service, we would love to hear from you.
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