Job Title: Administration Assistant
Industry: Financial Planning
Location: Winchester
Salary: Up to £29,000
Job Reference: 9110
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.
As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely alongside the Investment Manager and be the first point of contact for clients. There is endless opportunity for personal growth and career development in this role, whether you want to stay in the back-office side of investments, or eventually become an adviser yourself!
The ideal candidate for this role with have experience providing administrative support within wealth management, financial planning or banking industries.
Duties will include but not limited to:
- Liaise with clients and maintain ongoing relationships
- Manage the full administration process
- Understand client suitability requirements and support the IM
- Process account closures, deal with tax queries and manage portfolio transfer administration
Benefits:
- Competitive salary of up to £29,000
- Bonus/commission scheme
- Hybrid working
- Excellent training and development
- 10% pension contribution
- 25 days holiday, rising to 305 days
- Clear progression routes
- Support with professional qualifications , with opportunity to buy more
- Attractive benefits package including private medical
Skills and experience required:
- Experience working in a similar position within financial services (essential)
- Experience liaising with clients (essential)
- Strong communication and client facing experience
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Investment Management firm, looking for an Administration Assistant.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.