Job Title

Meraki Talent is delighted to be supporting one of the UKs leading Investment & Wealth Management firms with the appointment of an Administrative Assistant . This is a fantastic opportunity for a confident and detail-oriented individual to join a highly regarded firm that puts client experience and professional excellence at the heart of everything they do. Key Responsibilities Open client accounts in line with AML and internal compliance regulations Process and monitor changes to client information and account amendments Assist with portfolio transfers and internal account transactions Review and collate Capital Gains Tax (CGT) information Process account closures and maintain up-to-date client records Support internal meetings and contribute to process improvements Respond to incoming calls, take clear messages, and provide a professional first point of contact Provide ad hoc admin support, including reception duties and meeting preparation Candidate Specification: Experience in a similar admin role within Financial Services, Investment, or Wealth Management Strong understanding of regulatory requirements and compliance procedures Knowledge of investment products and services is advantageous Proactive approach to learning and problem solving Excellent organisational and communication skills GCSEs in English & Maths (AC) or equivalent qualifications This is an excellent opportunity for someone looking to build a long-term career within a prestigious wealth management environment. Youll be joining a collaborative and professional team that supports personal development. If this is a role you are interested in, contact Nick Nikitin on Nick.Nikitin@merakitalent.com or 44 20 4571 7392