Investment Portfolio Administrator / Unit Trust / OEIC / ISA

Jigsaw Recruiting Ltd
United Kingdom
£29k-£30k + 20% bonus.
03 Oct 2017
05 Nov 2017
Contract Type
Full Time
*** Investment Portfolio Administrator / Unit Trust / OEIC / Client Service / Investment Operations *** The Company One of the fastest growing and most entrepreneurial investment companies in the UK. . The Role Building and developing relationships with IFA's / advisers Responding to all IFA / adviser's enquiries relating to their client's portfolio Processing ISA, OEICs, Unit Trust, Equity, Pension and Offshore Bond transfers Processing new business applications and working with additional business Administering portfolios and actioning buys and sells Ensuring that all transactions are executed and recorded on time Providing first class service to IFA's on a daily basis . Skills / Experience A strong understanding of investment and/or life products in the UK is essential Good knowledge of operational processes with an investment ops environment 1 - 2 year's experience in Financial Services / Investments Educated to A-level standard as a minimum Investment qualifications would be an advantage (IOC, IMC etc.) Excellent administration, communication and organisational skills
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