Client Support - Investment/Wealth Management

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

Client Support - Investment/Wealth Management

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