Investment Portfolio Assistant

4 months ago


Chichester, United Kingdom PPSL Full time

We are currently recruiting for a Financial Services Investment Portfolio Assistant to join a small but well establish IFA & Investment Management firm practice based just outside of Chichester.

My client is ideally seeking someone who is seeking their first opportunity in the Financial & Investments sector, or they are happy to look at someone with relevant and current experience. My client is happy to support and exams / professional industry relevant exams to anyone who joins and wishes to progress their career.

**The Duties**
- Administering new client pensions, investment, and risk contracts.
- Effectively liaising with product providers and partners
- Managing and finalising client documentation from start to finish
- Managing and coordinating annual client reviews which includes production of valuations
- Processing investments, fund switches and sales documentation within defined service level agreements
- Reviewing and completing investment transactions ensuring accuracy in line with original instructions
- Dealing and assisting with client queries

Degree in Economics, Business Management, Investments & Finance or Mathematics or have worked as an Intern within a financial based company
- Proven experience in financial planning or related roles
- Strong knowledge of financial services and principles - preferred but not essential
- Excellent analytical and problem-solving skills
- Attention to detail and accuracy with work projects
- Ability to work independently and collaboratively in a team environment
- Strong communication and interpersonal skills

**Salary**: £21,000.00-£25,000.00 per year

**Benefits**:

- Company car
- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

**Experience**:

- Database administration: 1 year (required)
- Financial services: 1 year (required)

Work Location: In person



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