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Portfolio Assistant
3 months ago
**Career**
This would be a fantastic move for an experienced graduate or someone who wants to build a career in a growing wealth & financial planning business.
We are organically growing, so can support your development and career growth.
**About the role**
Reporting to a Portfolio Manager or Senior Portfolio Manager you will provide administrative support to the Portfolio Management team in our Harrogate office.
You will assist in the management of our high net worth clients, and help with building better referrer/adviser relationships, along with their investment portfolios.
**Accountabilities**
- Manage any payment admin, set up new accounts, prepare any client documentation, produce and dispatch valuations and client packs
- Prepare investment review letters, arrange bulk trades, and ensure all portfolios are updated and set up correctly
- Adhere to all compliance procedures
- Act as a liaison point with other internal departments, ensuring that any problems experienced by clients or the PMs are reported, challenged, or worked together to make improvements.
**Skills and Experience**
- Educated to degree level
- Diligent and able to follow policy and process effectively
- Excellent attention to detail
- Discreet and confidential approach
- Able to use processes in making plans and carrying out tasks
**Benefits**
- Pension - 6% employer and 3% employee
- 25 days holiday plus your birthday plus bank holidays
- Private medical insurance
- 4 x Life Assurance
- Group income protection
- Working anywhere for up to 4 weeks
The above is a guide and not exhaustive. We work in an agile way and you might be involved in lots of different tasks or projects whilst working for us.
