Graduate Wealth Management Administrator - London, United Kingdom - Recruit UK

Recruit UK

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Finance Graduate Administrator

Location:
London

Salary:
Up to £29,000

Attention finance graduates

Would you like to work for one of the UK's leading wealth management firms & kick start your career in finance?

Recruit UK are working on an exciting graduate administration role, working for one of the most established wealth management firms in London.

You'll be provided with full training and a supportive working environment, so that you have all that you need to become a successful professional in the industry.

All you need is a passion for finance, a strong attitude and a keen eye for detail.

Duties will include:

Manage client portfolio records
File documentation
Liaise with Investment Managers
Communicate with data providers to ensure accuracy on feeds
Verify and adjust stock records
Process corporate events in timely manner
Capital gains tax calculations
Maintain clients performance records
Ensure ISA eligibility
Ensure relevant training is completed to develop knowledge and skill
Arrange probate valuations for the IMs

Benefits:

Salary up to £29,000
25 days annual leave with an additional day for each year's service
Generous 10% pension scheme
Health insurance and private medical insurance (including for family)
Life assurance
Season ticket loan for your travel

Skills and experience required:

Recent Finance Graduate
GCSE/A-Levels in English and Mathematics
Professional, meticulous with a keen eye for detail
Strong organization and numeracy skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role.

We have a reach of more than 100,000 financial services connections.

Right now, Recruit UK are pleased to be working with a well-established wealth management firm based in London on a Finance Graduate administrator role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Job Types:
Full-time, Graduate

Salary:
Up to £29,000.00 per year

Benefits: