Client Support & Financial Planning Assistant

Reed; Ewloe; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Generous annual leave

Company pension

Life assurance

Health cash plan

Holiday buy and sell

Job summary

Reed, a respected financial planning firm in the UK, is seeking a Client Support Administrator to join a professional team in Ewloe, Wales. You will work closely with Financial Planners and the support team to deliver high-quality client service and maintain precise records throughout the client journey.

The role involves supporting advisers, preparing client documents, and liaising with providers to obtain information and illustrations.

Qualifications

• Experience in financial services administration or wealth management environments.
• Strong attention to detail and accuracy in records.
• Excellent organisational and time management skills.
• Proactive, self-motivated with a willingness to learn and take responsibility.
• Confidently communicate with clients, providers and colleagues.

Responsibilities

• Provide administrative support to advisers and paraplanning functions.
• Prepare and maintain client documentation, reports and records.
• Support client review processes before and after meetings.
• Liaise with providers and third parties for information, quotations and product details.
• Assist with product research and comparison work.
• Identify financial planning opportunities and client solutions.
• Maintain accurate client records and ensure compliance standards.
• Support use of client portal technology.
• Ensure client requirements progress to completion efficiently.

Skills

Administration experience

Financial services

Attention to detail

Organisational skills

Client communication

Tools

Client portal technology

Job description

Reed, a respected financial planning firm in the UK, is seeking a Client Support Administrator to join a professional team in Ewloe, Wales. You will work closely with Financial Planners and the support team to deliver high-quality client service and maintain precise records throughout the client journey.

The role involves supporting advisers, preparing client documents, and liaising with providers to obtain information and illustrations.