Grad Entry Role - Financial Services 6 Months FTC
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| Job Type | Contract |
| Location | Bristol |
| Area | South West England & Wales, UK |
| Sector | Financial Services |
| Salary | £26,000 + benefits + bonus |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC 14845 |
| Job Views | 57 |
- Description
- Grad Role - Client Summaries Administrator (Financial Services)
6 Month Fixed Term Contract
Up to £26,000 plus bonus and benefits
Hybrid working available!
Due to rapid growth, an exciting opportunity has arisen to join a boutique Investment House based in Bristol, as they seek to hire a Client Summaries Administrator to join their team. You will be responsible for ensuring that the Team’s operations run smoothly and efficiently, enabling them to deliver excellent customer service. This is a great opportunity to see how all departments work and run.
Duties of the Client Administrator to include:
- Complete client summaries for new and existing clients
- Comply with FCA regulations
- Type and produce documentation
- Liaise with clients to arrange meetings for the IFAs
- Ad hoc admin
- Client onboarding
Requirements for the successful Client Administrator candidate:
- Suitable for a recent grad with some work experience
- Personable and professional with strong time management skills and a keen eye for detail
- Strong IT skills including Microsoft Office packages.
- Degree 2:1 or higher
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.