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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 Wealth Client Executive to join either of their Bath office due to growth. This role will entail delivering comprehensive support to Financial Planner(s) whilst delivering excellent service to the firms clients and colleagues. We are looking for someone who has previous Financial Services experience in an Admin or equivalent role.
Skills/Experience requiredÂ
Essential:• Previous experience of working in a similar role within Wealth Management support• Previous experience of working with Investment Wrap Platforms• Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint• Experience of delivering accurate, relevant and timely information
Desirable:• Experience of working in a small to medium sized financial services environment• Experience of using IO back office system• Experience of working with a Discretionary Fund Manager
Qualifications / Systems knowledge that would be advantageous
• Industry recognised qualifications• Knowledge of Intelligent Office database would be an advantage
