Investment Operations Client Services

Oval Recruit
London, South East England
17 Jun 2017
17 Jul 2017
Contract Type
Full Time

Investment Operations Client Services

Private Client Investment, Based City of London

£29,300 + Excellent Package & Bonus - Opportunity to Develop a Career in Investment

This is an excellent opportunity for individuals with a proven background of working within the Private Client, Financial Advisory, Pensions, Wealth Management or Retail Investment market in a Client orientated Support role to join a leading UK Private Client Investment Platform in their London Head office. You will be responsible for:

  • Working closely with Intermediaries, Wealth Managers and Private Banks on a range of Client Investment Portfolios.
  • Transfer of investment portfolios including liaison with Intermediaries
  • Handle all Investment Administration within the portfolios, including transfers, client contact and day to day valuations
  • Processing ISA, SIPP, Unit Trust, Equity and Offshore Bond business
  • Manage day to day relationships with Intermediaries and Client representatives
  • Above all, an excellent opportunity for individuals looking to develop their career in the Investment industry

To be successful in this role, you should have had experience of the following:

  • At least 1 years Financial Services experience, gained from within Investment, Pensions, Financial Advisory or related Business Areas
  • Strong educational background, with good English and Maths
  • Excellent communication skills
  • A desire to further develop your career within the London Investment market and take further qualifications

In return, our client offers:

  • Excellent Working environment, including full training programme
  • Basic salary of £29,300 + Excellent Benefits Package and Bonus

For more information, please contact Edward Groves