Investment Portfolio Administrator / Unit Trust / OEIC / ISA

Recruiter
Jigsaw Recruiting Ltd
Location
United Kingdom
Salary
£29k-£30k + 20% bonus.
Posted
03 Oct 2017
Closes
05 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
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
This job was originally posted as www.jobsite.co.uk/job/959246438