Investment Account Support Professional

3 days ago


Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full time
Job Overview:

NJR Recruitment is currently working exclusively with a groundbreaking Investment Manager who has created a new and exciting opportunity for an Administrator to join their successful Account Management Team in Wilmslow. As an Account Management Support Executive, you will be responsible for providing a first-class support function to a fast-paced team focused on Investments.

This role is ideal for someone who is keen to develop a strong interest and passion for Investments, while maintaining accurate computer records and supporting a team of experienced professionals. You will work closely with Sales, Operations, and Compliance teams to assist with daily incoming queries and manage your own diary to ensure efficient audit trails.

Key Responsibilities:
  • Supporting a team of Account Managers & Business Development Directors
  • Maintaining accurate computer records
  • Assisting with the onboarding of new firms and IFA system/platform access
  • Working closely with Sales, Operations, and Compliance teams
  • Assisting with daily incoming queries
  • Managing and maintaining own diary and keeping records to ensure appropriate audit trails

Required Skills & Qualifications:

To succeed in this role, you must be confident and have a strong ability to build business relationships. Excellent verbal and written communication skills are essential, as well as a strong working knowledge of MS Office applications and high attention to detail. Experience in a similar role would be beneficial, but not necessary.

Benefits:

This role offers a competitive salary range of £30,000-£35,000 per annum, depending on experience. You will also enjoy 25 days holiday + Bank holidays, 5% Employer pension contribution, Private Medical & Death in service benefits, and qualifications & study encouraged and supported.

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