Looking for a role in that provides variety, challenge and the chance to support both investment activity and day‑to‑day administration? Motivated to grow your career within a growing company?
If you're confident with numbers, comfortable navigating IT systems and enjoy working with spreadsheets, this role could be a great fit. Our Investment Administration team is growing, and we're looking for someone with strong attention to detail who takes pride in delivering high‑quality administration and customer service.
Where do you fit in?
You'll play an important role in supporting our Investment Managers and ensuring the smooth running of client administration. Working closely with our Exeter administration team, you'll help prepare client information packs, respond to calls and emails, and progress new client accounts. Accuracy is essential, as you'll also be responsible for keeping records up to date and producing documentation, including regular mail merges.
Alongside your core administration duties, you'll support the day‑to‑day running of the office welcoming visitors, preparing meeting rooms and helping to keep supplies organised. Your confidence with Word, Excel and other systems will be put to good use, and you'll have plenty of opportunity to build on your existing skills.
With lots to learn and training on offer, you'll become a valued part of the team, contributing directly to the high standard of service our clients expect.
What's in it for you
A competitive salary with great benefits including private medical cover, paid birthday leave and opportunities to volunteer
Room to grow your career in a supportive, award‑winning business that's continuing to expand, with genuine opportunities to progress
You'll be based from our Taunton office with hybrid working available following successful probation period
What you need to be successful
You'll bring solid administrative experience, strong accuracy and attention to detail, and the confidence to work with documentation, data and IT systems. Confident in Word, Excel and mail merge is important, as is the ability to communicate clearly and professionally with colleagues and clients.
A proactive approach will help you thrive here; you'll use your initiative, ask questions and contribute to improving how we work. You'll also be comfortable managing your workload in a busy team environment and supporting others when needed.
Experience within an FCA‑regulated business is helpful, but not essential, as full training will be provided.
We typically work 8.30am to 5.00pm, Monday to Friday, with hybrid working available once training is successfully completed.
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We are committed to equality of opportunity and to creating an inclusive working environment. We care deeply about the wellbeing of our employees and are dedicated to promoting and protecting both their physical and mental health.
No agencies please.