Senior Administrator
- Annual Salary: up to £27k per annum
- Location: Flexible (with hybrid working options)
- Job Type: Full-time
Reed Financial Services are partnered with a nationwide firm looking for a dedicated Senior Administrator to provide exceptional administration support to their Wealth Client Executive(s) and Financial Planner(s). This role is integral in delivering outstanding service to our clients and colleagues within the Wealth Management function. The ideal candidate will have a strong focus on achieving the best outcomes for clients and the business, with a desire to learn and grow within the financial services industry.
Day to Day of the Role:
- Assist with the preparation of client annual review meeting packs, including the production of Portfolio Reports.
- Collaborate with the centralised Administration team for processing new client and annual review post-meeting packs.
- Chase and collate Letter of Authority plan information, ensuring sufficient data is available for case assessment.
- Dispatch financial planning reports for Financial Planners and their clients.
- Process and submit new business applications and client instruction requests, ensuring transactions are completed accurately and on time.
- Keep clients and Wealth Client Executives regularly updated on the progress of transactions and manage any technical queries.
- Produce and issue client fee invoices and participate in Weekly Planning Meetings focusing on the end-to-end client journey.
- Maintain accurate client records and data on back-office systems.
- Liaise with product providers to progress submissions and obtain fees information.
- Provide support and assistance to other team members, ensuring tasks are completed on schedule.
Required Skills & Qualifications:
- Previous experience in a similar administrative role within the financial services sector.
- Proficiency in Microsoft Office products (Word, Excel, Outlook, PowerPoint) or similar tools.
- Excellent organisational skills, with a flexible and proactive approach to work.
- Strong interpersonal skills, with effective written and verbal communication.
- High level of accuracy and attention to detail.
- Ability to work independently and take initiative.
- Desirable: Experience with Investment Wrap Platforms and Intelligent Office back-office system.
Benefits:
- Competitive salary with annual reviews.
- Hybrid working options, allowing for a flexible work-life balance.
- Opportunities for personal and professional development, including support for financial services qualifications.
- A collaborative and supportive work environment that values transparency and accountability.
To apply for this Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.