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Utmost International
29/5/2025
⌛️ 20 Jun
🗂️ Administration & Support
🕒 Full-Time
🟦 Junior
Financial Services
201+ people

Job Description

Job Details

To effectively manage the ongoing administration of externally managed investment portfolios, including the opening and closing of accounts, managing payments in and out, processing withdrawal requests, ensuring records are accurate and up to date, and responding to queries, always maintaining quality and integrity.

Professional and timely communication with policyholders, financial advisers, and external managers is fundamental to this role.

Key Responsibilities

Work Management & Prioritisation

  • Able to meet targets and goals with accurate results.
  • Maintain high levels of accuracy including when under pressure, within agreed service standards.
  • Flexible and adaptable to changing priorities.
  • Proactive and keen to learn new tasks, developing knowledge and responsibilities.

Teamwork

  • Collaborate regularly with colleagues to discuss progress, prioritisation and issues arising, maintaining a positive can-do attitude.

Personal Ownership & Self Development

  • Use initiative to seek solutions to problems, and to develop understanding of systems and processes.
  • Recognise and engage with personal development opportunities.

Integrity & Focus on Customer Outcomes

  • Act honestly, truthfully and always, maintaining that our values are at the heart of what we do, and our customers are why we do it.

Requirements

Experience

  • Minimum of 1 years’ experience in Financial Services.
  • Excellent knowledge of Microsoft Office applications (i.e. Word, Outlook, Excel & PowerPoint).
  • Excellent literacy, numeracy, planning and communication skills.
  • Experience dealing with external parties such as fund managers, custodians and financial advisers.
  • Proactive mentality towards learning new tasks, change initiatives and ownership of personal development.
  • Strong sense of personal responsibility and desire to understand “why” something is being done.
  • Able to adapt and organise work to meet deadlines and targets.
  • we do, and our customers are why we do it.
Utmost - Banner.webp
💰 Financial Services
👥 201+ people
Show Perks

Utmost International is a leading provider of insurance-based wealth solutions operating in the UK, Europe, Latin America, Asia and the Middle East.

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Social Events
🎓
Professional Qualifications
🧠
Mental Health Support
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Private Healthcare
🌴
Annual Leave
🏦
Pension
📅
Sabbatical Leave
🚚
Relocation Assistance
💳
Employee Discounts
💻
Remote Working Options
Flexible Working
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Life Assurance
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Cycle to Work Scheme
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Income Protection
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Perks & Benefits

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Social Events

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Professional Qualifications

66549a324c5404d6ecd1a247_UqTVhVIZuc8Tdxn1tyhWBGNOWriNv22HNT1w1hQmHXA.png

Mental Health Support

66549a3a4c5404d6ecd1aa87_gmgDFRu9xx7tvM6hGinPHXdznP_31IvJ5JbwSZtH-4c.png

Private Healthcare

66549a3baf1ee7d2f004d461_iTR5tEWln4wrHIIku42AtE5JOQ0rZZtQt3R6ilB_z7Y.png

Annual Leave

66549a3e3d91cb5f3c507ce1_a-PilieyKtH9dPGc1i9P7bYviemOfvAsiGRJvzOQ5pQ.png

Pension

66549a2867f58791223b312d_piReqKfC0lk5tWT5C5sUtLofr8MU4tyAHfiTwt09qgU.png

Sabbatical Leave

66549a2daf1ee7d2f004c7ae_3FP7LYOfaOTLlB9-3tfDzLmPO-ED2OniawrIg2n4TZ4.png

Relocation Assistance

66549a2e69e0ef5c75454cb7_iOvdcXb1DY-GNTSby4dkjcmEbDdvotzYkoh57u6JaAU.png

Employee Discounts

66549a30e8f64cd4cdc51fe9_9MfcBsyrqAPaCMuawPW1CZITTbL0dJt3jDY1GkYgnTI.png

Remote Working Options

66549a33248ee57970368e9b_boyXMOBoy6S1iOjdEDRAbNBOJ0NdLJ6Kxy1mYcDramM.png

Flexible Working

66549a3aa0764abe20b8c5b8_2SWZXlhDfpbbj9Zau9RVyunNG0lLTXUmhQ0arPjnaL4.png

Life Assurance

66549a3d875fec3009fea28b_Fl7KNixE_brGHUEX5y39umdSYMmnXflJlxGRBL1Nedc.png

Cycle to Work Scheme

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Income Protection

Note: The perks and benefits displayed provide a general overview of what this employer offers. Specific details regarding each perk, including eligibility and terms, will be provided directly by the employer during the application and interview process.

Hiring Process

We have a 2 Stage Interview process including a skills test.

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