Reeves Group are continuously expanding and are committed to recruiting the best talent into our business, and we are just as committed to retaining them. We want determined, ambitious and proactive employees to join our growing teams and that is why our salaries, training programmes and personal development schemes are among the most competitive in our industry. We are always looking for talented individuals to help us achieve our goals and help drive the success of our business
We are recruiting a Technical Administrator and we are looking for hardworking and driven individuals to join our team. The successful candidate will be detail orientated, able to manage and prioritise their workload and thrive in a fast paced environment.
About Reeves
Reeves Group is a specialist firm of Independent Financial Advisers which, for more than 25 years, has been helping clients to build financial security both for the present and the future.
While our offices are based in Newcastle Upon Tyne, our dedicated team of advisers, technical specialists and support staff work with clients across the country.
We are continuously looking to improve, develop and grow our team. Due to our ongoing success we need to recruit driven, enthusiastic, and hardworking team members to ensure we continue to provide an outstanding service to our constantly growing client bank.
Reeves prides itself on the development and training of our staff, as we know that well-trained and competent staff are the backbone of outstanding financial advice and exceptional service to our clients. It’s due to this dedication to our workforce that Reeves is a fantastic company to join.
Job Role
- Advice Report Preparation – Draft accurate, clear, and compliant Suitability Reports for new business as directed by the Adviser.
- Client Data Analysis – Analyse client information, notes and outputs to extract key advice information and ensure suitability of recommendations.
- Systems & Tools Usage – Use platforms and other internal tools to complete accurate product, investment, and fund analysis in line with company standards.
- Adviser Meeting Support – Ensure Advisers are fully prepared for client meetings by delivering all required research, documentation, and updated client information in advance.
- Policy & Data Accuracy – Review existing policy information and ensure accurate recording of features, guarantees, benefits, and charges within client files and reports.
- Client Record Maintenance – Maintain accurate and up-to-date client records on relevant platforms, ensuring all research, documentation, and communications are correctly stored.
Qualifications & Experience
- Strong communication skills, both verbal and written.
- High attention to detail with the ability to maintain accuracy across multiple cases and deadlines.
- Ability to prioritise workload effectively and work collaboratively in a regulated, fast-paced environment.
- A proactive, professional approach with a strong commitment to compliance and client outcomes.
Job Types: Full-time, Permanent
Pay: £26,500.00 per year
Benefits:
- Company events
- Cycle to work scheme
- Sick pay
- Birthday day off
- Personal Development Plans
Work Location: In person
Job Types: Full-time, Permanent
Pay: £26,500.00 per year
Benefits:
- Additional leave
- Company events
- Cycle to work scheme
Location:
- Newcastle upon Tyne NE7 7TZ (preferred)
Work Location: In person
