Investment Portfolio Administrator / Unit Trust / OEIC / ISA

Jigsaw Recruiting Ltd
London (Greater)
11 Jan 2018
10 Feb 2018
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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