Senior Client Relations / Investment Operations - Investments

Recruiter
Jigsaw Search
Location
London, UK
Salary
Competitive
Posted
28 Jul 2019
Closes
08 Aug 2019
Ref
1204653528
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
The Company

One of the fastest growing and most entrepreneurial investment companies in the UK.

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The Role

Building and developing relationships with IFA's / advisers / wealth managers

Deputy to the head of the team - responsible for nurturing junior team members and getting involved in new client projects that arise

Dealing with adviser enquiries relating to their client's investment portfolio

Processing ISA, Unit Trust, Equity, Pension, OEIC, ETFs etc. 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

Delivering on projects with internal and external stakeholders

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Skills / Experience

A strong understanding of investment products in the UK is essential

Client focussed, comfortable speaking with client at all levels and building relationships

Good knowledge of operational processes with an investment ops environment

At least 5 years industry experience, ideally some of this in a more senior role.

Graduate calibre

IOC/CF/IMC qualifications would be an advantage.

Excellent administration, communication and organisational skills

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