Wealth Administrator - #2092237

Job Title: Administrator

Industry: Investment Management

Location: London

Salary: up to £35,000

Job Reference: 10434

Are you an individual with a passion for Financial Planning, Wealth Management and investments? Are you looking for a role where you can become the go-to for all Investment administration tasks?

Our client is seeking a passionate and organised individual to join their team!

Job Description:

Recruit UK are working on an exciting opportunity for an Administrator to join an Investment Management firm.

Our client is a well established and leading wealth management company, offering investment and retirement planning to clients across the UK. As their London office continues to expand their offering, they are looking for an Administrator to join their established back office team.

Duties of an Administrator:

• Answering client enquiries and booking in meetings for the IM
• Supporting in onboarding new clients, scanning and saving any post correspondence
• Initiate incoming and outgoing transfers
• Complete payment instructions from clients
• Process ISA/LISA/JISA subscriptions

Benefits:

• Competitive salary of up to £35,000
• 30 days annual leave + bank holidays
• Hybrid working (3/2 model)
• Generous pension of up to 9%
• Private medical insurance
• Flexi benefits scheme
• Increased maternity and paternity policy
• Exam funding and support
• Continued professional development and ample learning opportunities

Skills and experience required of the Investment Admin:

• Previous experience working in investment management admin advantageous although, not necessary
• Knowledge of investments and UK products
• Strong administration skills
• Good communication skills both verbal and written