Recruit UK is thrilled to partner with a prominent investment firm to recruit an Administrator for their Chichester office. In this role, you will provide essential support to clients, manage account administration, and handle any required updates to ensure seamless service.
This 12-month fixed-term contract offers comprehensive training and professional development, with potential for extension or internal progression for high-performing individuals.
Key Responsibilities
*Build and maintain strong client relationships
*Oversee the full administration process, ensuring smooth operations
*Ensure client suitability requirements are met and provide support to the Investment Manager
*Handle account openings, closures, tax queries, portfolio transfers, and client data updates
*Answer phone calls and assist with client meetings as needed
*Support advisers in preparing for client meetings and reviews
Benefits
*25 days of annual leave
*Competitive salary of up to £28,000
*Full training and professional development
*Generous 9% pension contribution
*Life assurance
*Income protection
*Private health scheme
Skills and Experience Required
*Experience in an administrative role within financial services (wealth management, financial planning, or banking preferred)
*Strong understanding of Microsoft Office
*Excellent written and verbal communication skills
*Ability to work independently and as part of a team
*GCSE Maths and English (A-C grades)
Please note: This is a 12-month fixed-term contract.