Client Reporting Administrator

As a Client Reporting Administrator, you’ll draw on your financial services experience to provide essential administration support across the firm’s client reporting activities. You’ll help maintain high standards of accuracy, service and regulatory compliance, while identifying opportunities to improve processes and support positive outcomes for clients in line with FCA regulations and Consumer Duty requirements.

What you’ll do

In this role, you’ll be responsible for:

• Preparing Probate Valuations; assisting with stock research and completing final checks before issuing to clients.
• Monitoring managed client reporting via the client reporting software system and managing workflows and delivery of reports.
• Facilitate the production of all required scheduled reports for our clients including Investment Reports, Custody Statements, Cost Charges Disclosures and Tax Reports.
• Facilitate client closure requests including the production of client closure reports.
• Handling client calls regarding Closures and the myRB client portal.
• Update internal systems and support our clients throughout the bereavement process.
• Upholding client service standard levels, by actioning and monitoring internal and external queries via the telephone and email.
• Reporting and remaining aware of any risks which may be detrimental to clients or to the firm’s reputation, which arise from inadequate procedures, systems or data handling.
• To act to deliver fair outcomes, meeting Consumer Duty requirements around client service and to ensure compliance with the FCA requirements, the Branch Manual, Code of Conduct policies and T&C framework.

How we’ll reward you

Our perks and benefits include:

• 25 days’ annual leave plus bank holidays (increasing with service)
• Discretionary bonus scheme
• Contributory pension
• Opportunity for hybrid and flexible working
• Access to &You, our industry recognised and award-winning wellbeing service
• AXA Private Medical Insurance and discounted gym membership
• Group Life Assurance
• Regular staff awards and recognition
• Travel loans
• Cycle to work scheme

What we’re looking for

• A-Level/Level 3 qualification with GCSEs grade A-C in English and Mathematics.
• At least 12 months experience gained in a FCA regulated financial services environment.
• An intermediate level knowledge of Microsoft Office.
• An ability to use your own initiative and adapt to change.
• Proven ability to handle and analyse complex information.
• Good attention to detail and proven accuracy skills.

Who we are

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth.

We’re proud of the open culture we’ve created here at Redmayne Bentley. You’ll often find managers and directors working at the next desk, and our teams and departments communicate effectively, which means there’s lots of scope for cross-functional working and collaboration.

You’ll also discover opportunities to step outside of your day-to-day role and put forward your own ideas and suggestions. And because we encourage everyone to get involved in new and interesting projects, you’ll build your skills, knowledge, and experience in many other areas of the financial sector.

Our Values

Our values are at the heart of everything we do, and we’re especially interested to hear from people who share them:

• Excellence
• Integrity
• Respect
• Responsibility
• Teamwork

How to apply

We’re proud to be an equal opportunities employer, and we’ve created an inclusive working environment where everyone is welcome, whatever their background.

If you’d like to join us in this role and share our future, click the ‘Apply now’ button below to send us your CV and covering letter.

And if you’d like more information, please get in touch at recruitment@redmayne.co.uk and we’ll do our best to help.