Admin Assistant X2 Investments 6-month FTC Grads Considered
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| Job Type | Contract |
| Area | South West England & Wales, UK |
| Sector | BankingFinancial ServicesGraduateCustomer Services |
| Salary | Up to £25k, pro rata |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12666 |
| Job Views | 114 |
- Description
- Niche Investment Management company wishes to recruit TWO Client Administrators to join their Investment Operations Team on 6-month fixed term contracts. Applicants will have previous Financial Services administration / Corporate Services administration experience or will be educated to degree-level, or the equivalent, with a desire to develop a career in Financial Services.
This is a hybrid working position with 2 days per week working from their central Bristol office and the remainder remotely.
The purpose of the role will be to complete client summaries / reviews for new and existing clients, ensuring that all relevant FCA regulations are met.
Duties to include:
- Obtaining questionnaires and factfinds from clients and IFAs
- Liaising with clients and IFAs to arrange meetings with Investment Managers
- Review client files to extract necessary information for client summaries
- Creating meeting notes outlining information required to meet regulations
- Producing various documentation / presentations / emails to a high standard
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Assist with client administration such as:
- Onboarding new accounts
- Dealing with amendments
- Liaising with clients and referring investment-related queries to qualified staff
- Preparing client meeting and supporting marketing documentation
- Maintaining client accounts
Applicants should be educated to at least 2:1 degree level, or the equivalent, or possess recent, relevant administration experience gained within a Financial Services environment. You will demonstrate accuracy, a keen attention to detail, strong time management skills and the ability to communicate effectively with a variety of audiences both written and verbally.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.