Reed Business Support are looking for a financial services administrator to join a well-established firm!
About the Company
An award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions built for the future and that of their clients.
About the Business Area/Department
The role would be within our Banking department, which forms part of True Potential Investments.
About the Role
This is a full-time permanent position administering payments in and out of an investment platform.
Main duties and responsibilities
· Meeting deadlines
. Managing payments
· Project work as directed by Team Leader or Manager
· Liaison with Clients, Advisers, Providers and third parties
· Dealing confidently with client and adviser enquiries by phone, email and secure messaging
· Providing general support to the Banking Team/Manager
· Ensuring that work is prioritised correctly so that SLAs are met
· Ad-hoc tasks as required