Investment Admin Assistant - Recruit UK : Job Details

A well-established and reputable investment management firm is known for its commitment to acting responsibly and delivering tailored wealth management services, is looking for a detail-oriented Administration Assistant to support their London Investment Management team.

With a focus on long-term sustainability and exceptional client care, they offer a supportive and forward-thinking work environment. This is a pivotal role ensuring smooth day-to-day operations and delivering top-notch client service.

Key Duties:

• Set up and maintain client accounts while adhering to AML requirements.
• Handle account updates, including changes to client details.
• Provide support for portfolio transfers, account closures, and CGT information reviews.
• Ensure all client communication is accurately managed and appropriately filed.
• Assist with reception responsibilities, such as call handling, guest management, and meeting preparation.
• Actively participate in team meetings and contribute to process enhancements.

Your Skills and Experience:

• Background in a similar role within Financial Services, Wealth Management, or Investment Management.
• Familiarity with industry regulations and the firm’s services.
• Strong initiative and eagerness to enhance knowledge and skills.
• GCSEs (or equivalent) in English and Maths, grade A-C.

Perks and Benefits:

• Financial & Protection: 10% pension contribution, life assurance (10x salary), income protection, and access to sharesave and share incentive plans.
• Physical & Emotional Wellbeing: Private medical insurance, health screenings, employee assistance program, and mental health first aiders.
• Lifestyle & Work-Life Balance: 25 days holiday (increasing to 30 days after 5 years), flexible holiday options, cycle-to-work scheme, and the option for a green car scheme.
• Personal Growth & Development: Study support, mentoring programs, e-learning opportunities, and paid volunteering leave.
• Family-Friendly Policies: Enhanced leave options to support parents and carers.

Job Title: Administration AssistantIndustry: Investment ManagementLocation: LondonSalary: £30,000 - £35,000

REF: 9483

About Recruit UK: At Recruit UK, we specialize in Financial Services recruitment, offering a unique blend of expertise and connections to help candidates find the perfect role. We focus on your career aspirations, providing personalized advice and insight into the job market. With a network spanning over 100,000 financial services professionals, we connect the right people with the right opportunities.

Our Commitment to You:

• Open, honest feedback about your career prospects.
• Access to an extensive network of opportunities across the UK.
• A focus on your overall career happiness, not just the next step.

Additional Information: If you do not hear from us within 7 working days, please assume that your application has not been successful on this occasion. However, we may retain your details for future opportunities that match your skills and experience.