Branch Assistant

Killik & Co; Greater London; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Branch Assistant for their Kensington branch. This role offers a unique opportunity to gain experience in the Wealth Management sector while supporting a team of Investment Managers. Responsibilities include administrative tasks, client interaction, and ensuring a smooth operational flow within the branch. Ideal for someone proactive with a keen interest in financial markets, this position can pave the way for future growth into a Trainee Investment Manager role. Join a dynamic team dedicated to delivering exceptional client experiences and enhancing your career in finance.

Qualifications

• Good standard of education (minimum of A-level or equivalent).
• Previous experience of administration is preferred.

Responsibilities

• Provide administrative support to Investment Managers.
• Handle client inquiries and reception duties.
• Assist with branch marketing initiatives.

Skills

Communication Skills

Customer Service

Organizational Skills

Teamwork

Problem Solving

Education

A-level or equivalent

Job description

Location: Kensington

Salary: Competitive salary plus a generous benefits package

Application Deadline: Wednesday, April 30, 2025

Job Summary

We are looking for a Branch Assistant to join our Kensington branch and provide full administrative support to a team of Investment Managers, and help the team deliver the best possible client experience for any prospects and clients of Killik & Co. This role provides a fantastic opportunity to get started in the Wealth Management industry and can develop into a Trainee Investment Manager position in the future.

Key Accountabilities

1. Assisting Investment Managers as required
2. Answering the telephones, triaging enquiries, answering basic enquiries, or taking messages and re-directing calls to the relevant Investment Manager
3. Reception work - greeting clients, advising Investment Manager of client arrival, refreshments
4. Post - opening, distribution, outbound in the afternoon
5. Administration - completion of forms, handling settlement enquiries, general enquiries, chasing up client correspondence, filing correspondence/paperwork in relevant client file
6. Setting up meeting rooms for client/prospect meetings and tidying up afterwards
7. Ensuring all Trust/Stock Buy lists, product packs, magazine, brochures etc. are visible, tidy and up to date
8. Distribution of any product packs and follow up of any returned forms
9. Stock checks for stationary and office supplies as required
10. Assisting with branch marketing initiatives

Key Competencies

1. Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;
2. Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;
3. Customer Service: Positive attitude to find solutions in line with FCA principles; Uses customer feedback to improve service;
4. Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change;
5. Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.

Candidate Profile

1. A good standard of education (minimum of A-level or equivalent, preferably in a relevant subject)
2. Previous experience of administration
3. Previous experience in financial services is advantageous but not essential
4. Excellent communication skills - verbal and written
5. Proactive and will strive to maintain high standards of work
6. A demonstrable interest in Financial Markets is highly desirable

Contractual Hours

9.00am to 5.30pm, Monday to Friday