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