We are working with an independent, privately owned wealth management firm. The firm provides a high end services to private and corporate clients, and has a strong client-focused ethos. Their Financial Advisors are supported by a centralised portfolio administration team. Due to growth, they are looking to hire a Portfolio Administrator to join the team. The roles involves producing portfolio analysis reports and documenting recommended changes to portfolios, administering changes to investment portfolios, and placing and settling trades.
Applicants must have a good grasp of maths, and extensive experience of Excel. Financial Services qualifications are not essential, but the ideal candidate will demonstrate a willingness to progress and study for industry exams. You must also be a team player, and have an interest in current affairs and investment markets.