REED
Bath, UK
Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams. They currently have an opportunity for a Senior Administrator to join either of their offices due to expansion. In this role you will be responsible for providing administration support to Wealth Client Executive(s) and Financial Planner(s) whilst delivering excellent service to the firm's customers and colleagues. This role is ideal for someone who enjoys working in a busy environment and has previously worked in a similar role within Financial Services. Main duties. • 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...