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Client Services / Operations - Investments / Pensions

Jigsaw Search
Closing date
24 Sep 2021

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Contract Type
Full Time
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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 / wealth managers

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

Skills / Experience

A strong understanding of investment and/or pension 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

Ideally 1 years experience in Financial Services - ideally client services or operations

Educated to A-level standard as a minimum

IOC/CF/IMC qualifications would be an advantage.

Excellent administration, communication and organisational skills
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