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Investment Portfolio Administrator

3 months ago

London, Greater London, United Kingdom eFinancialCareers Full time

The Role

Building and developing relationships with IFA's / advisers / wealth managers
Dealing with client enquiries relating to their investment portfolios
Processing deposits and transfers
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
Understanding of investment and/or pension products in the UK - ISAs, Unit Trusts Equities, SIPPs, OEICs, ETFs etc.

Client focussed, comfortable speaking with client at all levels and building relationships
Good knowledge of operational processes in financial services
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