Meraki Talent are working with a UK based Investment Management firm who are looking to appoint a Financial Services Administrator for a permanent role in Winchester.
As part of a wider team, you will be responsible for providing all aspects of administration.
Key duties will include
Providing administration support, ensuring the highest standards at all times.
As they continue to grow, they are looking for a passionate investment professional to join the team.
Job Description
Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client's values and goals.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Ideally need some previous experience within the property sector.
Using your strong communication and leadership skills to supervise and support the team in their day-to-day tasks and KPI's, having excellent organisational skills, using initiative and taking ownership of problems through to successful resolution.
Our client are committed to delivering market leading solutions and professional services, with them being based in New Milton their vision to recognised as the market leading provider of services to the UK's property sector.
We are seeking an individual eager to start their career in financial services or to support our clients expanding administration team.
Role Requirements
The successful candidate will be part of the admin team but will also need to work independently and manage their workload efficiently.
This role demands a well-presented, articulate individual who enjoys meeting and greeting clients and is confident in dealing with clients via phone and written communication.
3 x Financial Administrators - £23k - £38k depending on experience - Full study support to level 4 diploma
The business has 12 Advisers and overall 30 staff who work with c.1000 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
My client is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
You will be responsible for managing, supervising, and developing an administration team to ensure the provision of a professional and first-class service to team clients.
Our client is looking to recruit a Senior Administration Manager on a permanent basis.
Venture Recruitment Partners are working with a well-established global business in Whitley.