Location
Exeter Office
Looking for a varied investment / administration role that will keep you busy and challenged? Fascinated by Finance and looking for a career in a growing company?
If you’re a natural with numbers, IT, and system savvy, and surprisingly good with spreadsheets, then this could be the perfect role for you…
Our friendly Investment Administration team need some extra help. If you have great attention to detail, and pride yourself on your admin and customer service skills, then we’d love to hear from you.
Where do you fit in?
You’ll be processing payments and setting up ISA subscriptions, responding to calls and emails and actioning requests made by our Investment Managers. Responsible for keeping our records up to date and accurate, you’ll record any changes that we’re notified of. You’ll be setting up new client accounts, so accuracy is essential.
With lots to learn and training on offer, you’ll play a vital part in our team, ensuring that our clients receive a great service.
What’s in it for you?
- A competitive salary and great benefits, including private medical care, paid birthday leave and opportunities to volunteer for charity
- The opportunity to learn with a friendly, expanding, award winning business
- You’ll be based from our central Exeter office, with hybrid working available
What do you need to be successful?
- Office admin experience, accuracy and attention to detail are all a must. (If you’ve worked within an FCA regulated company that would be great, but if not we’re happy to train you)
- Friendly and helpful, you’ll have excellent communication and people skills, a high degree of literacy and numeracy, and be confident with IT
- The drive to make an impact in a growing organisation. You’ll use your initiative but also won’t be afraid to ask questions. Your contribution will ensure the success of both your team and our business
We work 8.30am – 5pm, Monday to Friday. Following the successful completion of your training period, hybrid working is available.
Please note – this is a Fixed Term Contract for Maternity Cover.
To view the full job description, please click here.
To apply for this role, please click here.
We are committed to equality of opportunity for all, we care passionately about our staff, and are committed to promoting and protecting the physical and mental health of all our employees.
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