Are you an Administrator, with 2+ years’ experience relating to all client admin in financial services?

Do you like dealing with clients, making a difference and love using your organisational skills?

Do you want to be valued? Use your initiative? Take ownership of the administration and organisation?

If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.

In-office Monday – Friday (leading to 1 day wfh after 6 months)

What you’ll be doing day-to-day:

• Supporting Investment Management team and their clients
• Liaising with dealers and brokers
• Preparing correspondence and meeting reports
• Using CRM software
• Processing investor applications and coordinating investor processes, including KYC
• Responding to client queries and attending meetings with clients
• Managing multiple appointments within a shared diary
• Keeping files up to date
• Keeping up to date on compliance and regulation
• Arranging events, lunches and meetings
• Attending client and compliance briefings
• Hours 8.30 – 5 and 5 days a week in the office

The skills you need to bring:

• Experience in financial services
• Strong MS Office and CRM skills
• Highly organised with ability to multi-task
• Superb client facing skills
• Confident communication skills
• Hard-working attitude

Posted date: 22 Apr 2025