School Leaver – Stocks / Wealth Management Assistant

Pursuit Recruitment Ltd; Chelmsford; On-site; GBP 20,000 - 25,000; Full time

Job summary

A leading recruitment firm is seeking a School leaver for a Stocks / Wealth Management Assistant role in Chelmsford. This full-time, on-site position involves providing administrative support to the client accounts team and engaging directly with Investment Managers. Ideal candidates will have recently completed their A-levels and have strong IT skills. Our client offers attractive benefits including pension contributions and gym memberships.

Benefits

Pension contributions

Gym membership offers

Additional holiday purchases

Qualifications

• Must have recently completed A-levels or equivalent.
• Strong IT skills and knowledge of Microsoft Office.
• Must be self-motivated and able to multitask.

Responsibilities

• Provide administrative support to the client accounts team.
• Perform accurate data entry on in-house systems.
• Ensure adherence to regulatory requirements.

Skills

Attention to detail

Client service ethic

Strong IT literacy

Communication skills

Time management

Education

A-levels or equivalent qualification

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

School leaver – Stocks / Wealth Management Assistant

Industry: Wealth Management / Finance

Location: Chelmsford

On site, Full Time; Permanent

Role overview

Working on behalf of one of the UK’s leading Wealth Management firms, we are recruiting for an exciting opportunity for a bright candidate who is looking for a career in stocks / wealth management / investments. You will have recently completed your A-levels (or similar) / completed college and looking for a position where you will develop a career within finance.

Based in Chelmsford; this role provides full administrative support to a busy client accounts team, ensuring client satisfaction through direct contact with Investment Managers, and other front office & operational colleagues, while adhering to regulatory standards.

Our client offers an attractive, wide-ranging and flexible package of benefits including contributing 10% of an employee’s salary to their pension, income protection, gym membership offers, the ability to purchase additional holidays and much more.

Responsibilities

• To work closely with the Investment Managers & front office staff to deliver excellent client outcomes.
• Performing accurate data entry on in-house systems.
• Ensure strict adherences to internal controls, regulatory requirements and compliance/financial crime standards.
• Supporting the client accounts team in all administrative and clerical duties, including:
• Timely and accurate processing of ad-hoc client payments.
• Processing of regular client payments
• Production of collecting monthly client Direct Debits.
• Monitoring of the team’s general mailbox and ensuring all queries are dealt with in a timely and efficient manner.

Knowledge & Skills

• Recently completed A-levels or equivalent qualification (Ideally in Maths, Finance, Economics or Business Studies – although not essential)
• Strong IT literacy skills and working knowledge of Word, Excel, and Outlook.
• Quality-oriented with attention to detail.
• A hands-on working approach, able and willing to deliver within set deadlines.
• Self-motivated with an ability to work in a busy environment and multitask.
• Willingness to learn and develop on the job.
• Confident communicator at all levels and able to resolve issues in a competent and professional manner.
• A strong ethic of client service.

Please ensure your location is clearly marked on your CV when you submit your application to avoid delays in shortlisting your CV.

You will need full rights to work in the UK; our client does not offer Visa Sponsorship.

Please only apply if you are within a commutable distance to Chelmsford. This role will not suit those looking to relocate.