School Leaver - Client Administrator

Job Description:

Core-Asset Consulting is working with a well-established wealth management firm to recruit a Client Administrator to join their team on a 12-month fixed-term contract in Leeds.

This is an excellent first step into financial services for someone looking to begin their career in a professional office environment.

Full training and support will be provided.

• A Levels (or equivalent)


• Previous administration experience is advantageous


• Strong written and verbal communication skills


• Proficiency in Microsoft Office, including Outlook, Excel, and Word


• Excellent attention to detail

You will receive hands-on training in:

• Maintaining and updating client records


• Supporting account opening processes


• Understanding financial services regulations


• Working within a professional operations team


• Managing tasks and deadlines using internal systems

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16393

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy.

Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.

We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.

For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDCAS