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Wealth Management Executive

Reed
Job LocationCoventry
EducationNot Mentioned
Salary£30,000 - £35,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

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 clientsSalary: £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!

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