Role: Client Services Administrator
Salary: £20k -£25k DOE + benefits, exam help, pension contribution and generous holiday allowance.
Location: Whiteley, Near Southampton, Hampshire
Our client is a discretionary investment management company providing investment management services and financial planning solutions to private clients. They are a highly successful, privately owned, LLP, with 3 offices in the UK, a channel islands regulated subsidiary and one on-shore and two off-shore fund entities.
This is a fantastic opportunity to join a company with a fast moving, fast growing, dynamic and challenging culture but also one where everyone feels part of the team and where they can have fun.
We are recruiting a Client services on-boarding administrator who will be able to progress to technical admin.
The role will report to the Head of on-boarding Administration and the key areas of responsibility are as follows:
- On boarding and administration
- Producing packs
- Policy summaries
- Booking meetings/contacting client
This is with an additional view to move into the Technical team in the future.
The successful candidate will be a delivery orientated and well organized individual, with experience within the finance Sector:
- A general interest in the investment industry
- Experience in an IFA/Wealth Managers office.
- Experience in preparing or working with MIFID II
- Attention to detail and a real focus on accuracy
- Desire to work hard and succeed in a busy environment
- Strong team player
Please click apply today if you have the required experience and skills necessary for this is a role!
Whilst we would love to respond to every single applicant applying for our roles, unfortunately this is not possible due to the high volume of CVs we receive on a daily basis. Please be aware that if you have not been contacted within 10 working days from the date you submitted your CV, then unfortunately your application has not been successful on this occasion.