Administration Assistant - London, United Kingdom - Recruit UK

Recruit UK

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

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Description

Title:
Administration Assistant

Location:
London

Salary:
up to £30,000

Reference: 7351

The company:

We're working with a well-established and thriving Investment practice that is seeking an Administration Assistant to join their London team.

This client spends time learning about their clients' unique needs to help shape their futures.

Moreover, they have the same ethos when it comes to their employees, they'll discuss your long-term career plans to shape progression and opportunities to learnto match your goals but also to manage your expectations from the beginning.

As an Administration Assistant, you will be providing administrative support to ensure effective and excellent client service.

The role:

Manage the client administration process including onboarding and transfers
Prepare documentations
Point of contact to clients' queries
Prepare literature for client meetings
Taking meeting minutes
Administration of client data, client documentation and new business paperwork onto backoffice systems/platforms

To succeed you will need:

Previous financial services experience (such as: Wealth management, IFA, Investment, Pension or Accounting)
Experience with endtoend administration
Experience with client communication
Face to face client experience (desirable)
Organised and proactive
IT Literate: experience with platforms/systems
GCSE English and Mathematics or equivalent

Benefits:

Salary up to £30,000
25 days holiday
3 days in the office 2 days working from home
Full home office set up inc monitors and laptop delivered before your first day
Generous pension from 9% and bonus scheme
Exam support and clear progression into senior role/investments or financial planning to suit your needs and aspirations
Life assurance, income protection, Private medical / health scheme and many more