Investment Client Administrator

Fixed Term Contract Duration - 11 Months What the Hiring Manager says •We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting 3 investment managers and two senior investment administrator. •This work will cover all aspects of administration of the accounts, from opening, working with...

Fixed Term Contract Duration - 11 MonthsWhat the Hiring Manager says We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting 3 investment managers and two senior investment administrator. This work will cover all aspects of administration of the accounts, from opening, working with investment...

About The Role:PurposeResponsibilities Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal Setting up all payments for ISAs, SIPPs,...

My client is successful and highly respected national Wealth Management Practice in Edinburgh. They are currently looking for an experienced Client Administrator to join their team on a fixed term contract.To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with...

Hybrid working available£ EXCELLENT plus bonus and benefitsA boutique Investment House based in Edinburgh is looking to hire a Client Services Administrator to join their Investment Management team. You will be responsible for ensuring that all work agreed with the clients is delivered and accounted for, as youwill work to guarantee that every client is...

Job title: Client Services Consultant; Administration DeskReporting to: Digital Administration ManagerLocation: EdinburghCore hours: 7 hours / day ranging between 7.30am and 5.00pmSalary: Up to £24kJob Purpose:The role will suit an individual who likes variety, maintains a high degree of accuracy and excellent attention to detail, is able to rise to...

Our client, based in Edinburgh, who are a leading provider of wealth management, are looking for an Administrator to join their Client Reporting Team.You will assist with production of client reports, valuations and statements. Support with the reconciliation of data between our core systems and assist with managing distribution of electronic data to third...

Idex Consulting have a new opportunity for an PA & Investment Support to join a highly wealth management team in Edinburgh.Role Overview: To provide support to the investment team and Administrators, assisting with the client related coordination and administration.Responsibilities: Proactively prepare and collate packs/documents for upcoming meetings....

Meraki Talent are currently looking to recruit an experienced Private Client Assistant/Administrator within a leading investment management business. This specific role will suit an individual who is eager to progress within the financial services space whilst forming strong relationships with clients and working alongside key business stakeholders.Key...

The CompanyEstablished in 2005, Ethical Futures are independent financial advisers, specialising in ethical investment and financial planning. We provide full financial planning services using ethically screened investments with an emphasis on investment and pensions, as well as protection and estate planning. Our service is 100% based around the provision...

Job DescriptionAt abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

The firm:Murray Beith Murray is one of Scotland's leading private client law firms. For over 170 years we have specialised in meeting the legal, financial and administrative needs of individuals and families, trusts, charities and private companies. For more information, please visit our website.The roleWe have a new vacancy for a Private Client...

We are seeking a Portfolio Administrator to join our Hymans Robertson Investment Services Operations team. This is a new role that offers a significant opportunity to help shape the team and play a key part of our business growth as a Discretionary Fund Manager.As part of the Investment Operations team you will report to the Head of Investment Operations and...

Who we are looking forWhy this role is important to usThe team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete...

Senior AdministratorEdinburghHybridSalary: £35,000Working for a well know bank within their data support team,This role will include, but not be limited too:Providing support to the wider team Assisting in the management of requests, ensuring responses are provided accurately and in a timely manner Ensuring clients are receiving a service that meets company...

PurposeResponsibilities Setting up all payments for ISAs, SIPPs, Bonds, GIAs You will be keeping backoffice systems and client databases up to date and accurate, overseeing regular payments, the preparation of paperwork, processing of new business, transfers out/account closures and liaising clients and colleagues Prepare paperwork, processing New Business...

Investment Manager Position at Well-Established Firm Seeking an Investment Manager to join the team in Edinburgh Responsible for handling HNW/UHNW clients' investment needs and building professional relationships Qualified to Level 6 VIA THE CISI is a must Must have experience as a UK discretionary Investment Manager This investment management firm in...

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses.Our purpose is supported by our 3 core values:Personal - we treat you as an individualPartnership - we go further togetherPerformance - we strive for moreWhat will you be doing? To build and develop trusted relationships with current and...

Our client is one of the fastest growing investment managers in Europe with over 4000 employees. We seek a confident motivated individual with a track record of new client aquisition within the HNW investor space.A competent wealth advisor who can operate remotely and enjoys client facing. Leads are provided, along withfull dministration support ,report...

Client Services AdviserOur client who is a UK Investment management company are looking to add a Client Services Consultant to there digital channels team due to growth of the business on a full time permanent basis.Working Hours - Monday to Friday - 7 hours per day between 07:30am - 17:00pmSalary - £24,000 DOELocation - City Centre of EdinburghHybrid...