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Wealth management administrator

Botley (Oxfordshire)
LV Recruitment LTD
Wealth management administrator
€30,000 a year
Posted: 30 June
Offer description

We are working with an exceptional wealth management firm that provides financial advice and investment management services to private clients, small businesses, and families. They are now looking for an experienced, professional, and confident business support candidate to join their team in providing a first-class experience to clients visiting the branch.
You will be the first person to welcome visitors and ensure you deal with queries quickly and efficiently. You will then help with getting meetings set up, diaries, and any packs required. Due to the small team, you must work closely together and offer a smooth process, whilst working to high standards and offering a friendly service.
You will get fantastic exposure to a wide range of clients across many industry sectors, a varied role in a talented and experienced team and to join a company with an exciting growth plan ahead. You will be offered plenty of opportunities to increase your technical knowledge and skills, a competitive salary and benefits package including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme. A generous holiday allowance of 25 days plus BH and will also enjoy your birthday off and a day for mental well-being and additional holiday with service.
Experience within financial services is essential and you will need to have proven customer service skills and be fully fluent in English with excellent communication skills, both verbal and written. Exceptional attention to detail, strong IT skills, specifically Excel, and be able to pick up new IT packages very quickly.
This role is fully office-based in Summertown, Oxford. There is no parking available and as the role is fully office-based, please ensure you can commute to Summertown easily before applying. The role is full-time and permanent, but we can consider a 4-day working week. The starting salary is up to 30,000 depending on experience but please do reach out if you have the relevant skills for a chat.
LV Recruitment Ltd is an equal opportunities employer and does not discriminate on any grounds. If you do not hear from us within 7 days of applying for this role, please assume you have been unsuccessful in this instance. Your CV will be kept on file and you will be considered for future vacancies that match your skills. By applying, you will register as a candidate with LV Recruitment Ltd.

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