Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role sits at the heart of our Investment & Wealth Advice (IWA) operations team, supporting the administration and servicing of investment accounts. You'll work closely with colleagues across IWA, helping to maintain accurate records, support key operational processes and deliver a high-quality service to clients and colleagues. Over time, you'll have opportunities to broaden your knowledge, develop new skills and explore career paths across different areas of the business.

Responsibilities

Maintaining accurate client, investment and business records.
Supporting the day-to-day administration of investment services.
Processing operational activities and managing data updates across internal systems.
Responding to queries from colleagues and third-party providers.
Completing data quality checks and investigating discrepancies.
Helping improve processes and maintaining the smooth running of the IWA business.

Requirements

Strong attention to detail and a high degree of accuracy.
A reliable, organised approach and the ability to manage competing priorities.
Confidence working with systems, data and administrative processes.
Strong written and verbal communication skills.
An interest in financial services and business operations.
A willingness to learn, develop and take ownership of your work.
Experience within a financial services operational environment would be highly advantageous.
Candidates bringing directly relevant financial services operations experience are likely to be considered towards the upper end of the salary range.

Location

London

Work Type

Hybrid

Experience Level

Entry Level

Salary/Compensations

£29,000 - £35,000 per annum

About the Company

Build a career in financial services based on on accuracy, reliability and continuous learning.

Equal Opportunity

At Weatherbys Banking Group, we’re committed to building a diverse and inclusive workplace where everyone feels respected, supported, and empowered to thrive. We believe that different perspectives and lived experiences make us stronger, and we actively welcome applications from people of all backgrounds and communities.
As a proud Disability Confident Committed employer, we’re dedicated to creating an environment that’s accessible and inclusive for all. If you have a disability and meet the minimum criteria for the role, you’ll be guaranteed an interview. If you need any adjustments during the recruitment process, please let us know we are here to support you.