Client Investment Assistant in Bath

Wishlist Recruitment Services Limited
28 Nov 2016
02 Dec 2016
Contract Type
Full Time
Wishlist Recruitment has been instructed on an Client Investment Assistant position in Bath. This is a varied role, where the post-holder will be responsible for providing administration support to IFAs, Investment Managers, Provider firms, clients and sales people. This role would be perfect for someone who is looking to develop their career within a supportive and proactive company environment, so if you have some experience in the Financial Services industry and are looking for your next move - this could be it. If you are a graduate with a finance/economics/business based degree we'd love to hear from you. You must be enthusiastic, motivated and willing to learn and your CV should demonstrate a focus on a career in finance and investments. Graduates with some previous office based work experience/placement or internship may have an advantage. The company strongly supports personal development and in addition to the excellent training programme, study support is paid for and exam passes are financially rewarded. There is a flexible benefits package which includes 25 days holiday, pension, healthcare, a considerable annual bonus and regular salary reviews. The Role: Providing administration support to IFA businesses & networks.Effectively handling administration requests from Financial Advisers, Investment Managers, 3rd parties and sales team.Maintaining a good level of product knowledge & market awareness and dealing with various products including SIPP, GIA, ISA & Bonds.Management reporting and project work.Systems testing, suggesting and rolling out new team process. Dealing with new business applications and any related administration queries.Understanding of FCA guidelines, regulatory issues and their impact. Skills & Experience: Ideally some previous experience of working within the Financial Services industry.Must be a capable, well-organised person with good communication skills.Should have strong administration skills and enjoy working as part of a close-knit team.A good eye for detail is essential as is a good attitude, drive and commitment to learn.Graduates should have a relevant degree and demonstrate an interest in Investments and FinanceSome previous Pensions (SIPPs), Life or Investments (Bonds, ISAs, GIAs) knowledge would be perfect. Training: The company training scheme offers new starters the chance to work with different teams across the business. This exposure is very useful for developing a good understanding of all business functions, financial processes and products - all brilliant experience to add to your CV. Interviewing now!