Join Our Clients Team as an Experienced Financial Planning Administrator Are you passionate about helping clients achieve their financial dreams? We’re looking for a dedicated Financial Planning Administrator to support our client's mission of guiding clients towards the lives they want now and through retirement. Key Responsibilities: Prepare essential documents for client meetings Ensure every client interaction is positive and client-first Manage client information and transactions efficiently Keep client records accurate and up to date Support compliance and operations with precise data management What We Need: A minimum of 2 years’ experience in a similar wealth management environment Detail-oriented with excellent IO and Excel skills Strong under pressure and a great team player Excellent communicator with broad financial services knowledge Ready to make a difference? Apply now and help our client set their clients on the right financial track If you have any questions, please contact Pauline Low at Reed on .