At Recruit UK, we are seeking a client-centric individual to join an excellent Investment and Wealth Management firm in Glasgow. They hold a strong reputation in the profession, providing stellar service to clients and ensuring their employees enjoy one of the best packages on the market. You will play a key part in supporting the Investment Management team with a core focus on the client experience and assisting Investment Managers.
Key functions of the role will involve:
- Ensuring a high quality and continuity of the client experience
- Assisting Investment Managers with administrative tasks related to Investment Management (new business/annual reviews/maintaining records)
- Communicating with investment managers, financial planners, and the wider team with ease
To succeed, you will need: At least 12 months of experience in a similar position. If you have provided admin support within Investment Management and love providing clients with a service of excellence - this is an opportunity to join a truly responsible firm. Confident, concise, and organised are the key attributes to make you a successful part of this team.
Benefits:
- 25 days holiday (+ bank holidays)
- Life Assurance
- Share Incentive Plan
- Qualification support & mentorship
- Flexible hours & working
- Plus more!
Location: Glasgow
Salary: £30-35k
REF: 9141