Careers

Working with Thesis

Thesis is growing and we’re looking for talented people to take on a variety of challenging and exciting roles within the business.

We are always on the look out for people who share our approach to business and life – we are open, approachable and straightforward. Our clients come first and our own business success follows naturally on from this.

If you are interested in joining Thesis please contact careers@thesisam.com


Current vacancies

Team Administrator

Location: Lymington

We are looking for a proactive, organised and detail orientated Team Administrator to join our Lymington Office to provide both effective, efficient administrative and front of house support to the team.

Whilst providing administrative support you will update and maintain accuracy of client databases, prepare mailshots and client meeting packs and handle day to day client queries and administrative matters in conjunction with the Investment Assistant team.

As front of house support, you will be the first point of contact for our clients and will assist with managing logistics, task monitoring, telephone coverage and general secretarial duties as well as overseeing housekeeping requirements, coordination of payment of invoices and will be responsible for keeping Health & Safety records up to date.

Throughout this you will consider the client at the heart of everything we do.

We are seeking a Team Administrator who communicates effectively, both in writing and on the telephone, is confident and who has a friendly, patient and helpful disposition.

The job holder is likely to be educated to GCSE standard, with two years proven administrative experience, ideally but not essentially, within an investment environment. They will be professional, resilient and confident in their approach and be able to confidently communicate with a variety of different people and levels of seniority across the building.

If this sounds like you, then we would love for you to reach out to us!

 

To apply for this role or to request a full job description, contact HR by email at: careers@thesisam.com. Applications must be supported by a covering letter and CV.

Closing date: 27th June 2019
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Private Client Wealth Manager

Location: Lymington

We are looking for a Private Client Wealth Manager to join our Lymington office, providing wealth management services to private clients and financial advisers.

We would be open to discussing applications from recently qualified candidates looking to take on an existing book of clients and to develop this further.

You must be RDR compliant and you are likely to already hold, or be close to finishing, the CISI Masters in Wealth Management (or equivalent).  Working knowledge of: Taxation – personal, corporate & Trust; IHT; Trusts – legal structure is desirable.

We are seeking candidates who are naturally open, approachable and straightforward; who are focussed, with a commitment to clear and transparent communication; and who are able to engage well with people and develop warm client relationships.

You will be a great team player, have good technical skills to complement the existing team and a first-rate understanding of investment markets. You will need to achieve annual sales targets, as well as being committed to providing excellent client service.

It will be a requirement of the job holder to gain and maintain CF30 status and a Statement of Professional Standing.

To apply for this role or to request a full job description, please contact HR by email at: careers@thesisam.com.  Applications must be supported by a covering letter and CV.

Closing date: 1st July 2019
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Investment Assistant

Location: Lymington

An exciting opportunity has arisen for an Investment Assistant to join our Lymington office.

This role will provide a challenging and exciting opportunity for the right individual.  The Investment Assistant will provide efficient, proactive, accurate and professional support to the Investment team.  Working alongside experienced Investment specialists, the successful candidate will be an integral part of the team.

The role will include collating, checking and producing review data, providing share price calculations and resolving general administration queries, along with dealing with probate matters, producing tax packs and maintaining the database.

The successful candidate is likely to be educated to A-Level standard (grades A-C), with 1-2 years proven administrative experience, ideally but not essentially, within an investment environment.  They will be professional and confident in their approach and be able to effectively communicate with a variety of different people and levels of seniority across the business.

This role requires a proactive, organised and detail orientated individual who is flexible and able to respond efficiently to changing workloads and deadlines within a team.  It would suit someone who enjoys providing outstanding administrative support.

Excellent knowledge of Microsoft Word, Outlook and Excel is also essential.

To apply for this role or to request a full job description, contact HR by email at: careers@thesisam.com. Applications must be supported by a covering letter and CV.

Closing date: 11th March 2019
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