Administrative Assistant (Exeter)

Meraki Talent is delighted to be supporting one of the UK’s 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 (A–C) or equivalent qualifications

This is an excellent opportunity for someone looking to build a long-term career within a prestigious wealth management environment. You’ll 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