Investment Portfolio Administrator / Unit Trust / OEIC / SIPP / Client Service / Investment Operations
*** Investment Portfolio Administrator / Unit Trust / OEIC / SIPP / Client Service / Investment Operations ***
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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
Responding to all IFA / adviser's enquiries relating to their client's portfolio
Processing ISA, PEP, 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
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Skills / Experience
A strong understanding of investment 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
IAQ/FPC/IMC qualifications would be an advantage.
Excellent administration, communication and organisational skills
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