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Wealth Management Assistant

2 months ago

Bristol, Bristol, United Kingdom Recruit UK Full time

Job Title: Junior Investment Administrator

Industry: Wealth Management

Location: Bristol City Centre

Salary: £24,000

Job Description:

Recruit UK is delighted to be collaborating with a leading Investment firm to recruit a Junior Investment Administrator for their Bristol office. In this role, you'll be providing crucial support to clients by managing their accounts and overseeing any required updates. Additionally, you'll assist Investment Managers with carrying out various administrative duties.

This is an excellent opportunity for someone keen to kickstart their career in Investments and to learn the ropes within a leading national wealth management firm.

Duties:

  • Tracking client cases
  • Communicating with investment managers or intermediaries
  • Ensuring timely banking of client cheques and proper fund allocation
  • Account opening and closing
  • Managing risk documentation
  • Assisting with income generation through administrative support

Benefits:

  • 25 days holiday
  • Salary up to £24,000
  • Hybrid working - full home office set up and laptop provided
  • Generous pension scheme - 9%
  • Life assurance
  • Income protection
  • Private health scheme

Requirements:

  • Previous experience in an administrative role
  • Previous financial services experience
  • Ability to multitask
  • Problem solving skills
  • A good understanding of Microsoft Office
  • High level of numeracy skill
  • Excellent communication skills - both written and verbal
  • Ability to work independently and as a team
  • Previous account opening experience

About Recruit UK:

We are a specialist recruitment agency in the financial services sector, with a strong network of connections across the industry. We pride ourselves on providing a personal and tailored approach to each candidate, taking the time to understand their needs and goals.