Client Services

2 weeks ago

London, Greater London, United Kingdom Oval Recruit Full time
Client Services - Investment

Leading UK Investment Platform - City of London

£33,000 + Excellent Package including Excellent Bonus (20%)


This is an excellent opportunity for individuals with at least 6 months Financial Services experience (from Wealth Management, Pensions, Financial Planning, Financial Advisory, Investment Platform or similar) to join a leading UK Investment Platform in theirLondon offices.

Working within their Client Services team, you will be trained in all aspects of the business and run day to day relationships with Financial Advisory, Wealth Management and Private Banking Clients.

This is an excellent opportunity to developyour career in the London Investment Market.

Your responsibilities will include:

  • Managing the daytoday relationships with Financial Advisors (IFA's), Private Banks, Investment Managers and Intermediaries on the technical administration of investment portfolios.
  • This will include working on a variety of Investment, Wealth Management and Pension Vehicles, including SIPP, ISA, PEP, Unit Trust and OEIC products.
  • Detailed technical Portfolio Administration.
  • Liaison with technical specialists and departments including Compliance and Back Office teams.
To be successful in this role, you should have had the following experience:

  • At least 6 months experience working in a Pensions, IFA, Financial Planning, Wealth Management, Banking or similar organisation
  • Knowledge/understanding of Financial Services Investment and/or Pension products.
  • Excellent communication skills are a must as is a strong educational background ideally degree level.
  • Above all, you should be looking for a role in which you can further develop your career within the Investment industries.

In return, our client offers:

  • Starting Salary of £33,000 + Benefits + Bonus
  • Sponsorship through Investment Qualifications
  • Dedicated initial training programme
  • Meritocratic, flat structure & excellent working environment
  • Excellent opportunity for those looking to relocate to London to make more use of their Investment or Financial Services experience
For more information, please contact Edward Groves

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