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Private Client Investment Administrator

2 months ago

Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full time

Job Summary

Oval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join their team. As a key member of the Private Client team, you will be responsible for providing exceptional administrative support to the Private Client Directors and clients.

Key Responsibilities

  • Work closely with the Private Client Directors to prepare for client meetings, including setting up and arranging all necessary documentation.
  • Develop and maintain client suitability reports, including transfer analysis and new client portfolio analysis.
  • Ensure accurate and up-to-date client data across all systems and take dealing instructions from clients and Directors.
  • Liaise with the back office staff and client servicing team to ensure best practice and optimal outcomes for clients.
  • Collaborate with the Private Client team on various projects and business initiatives.

Requirements

  • At least 2 years of relevant experience in a similar Private Client Investment, Financial Planning, or Wealth Management organization.
  • Experience working with investment funds and a proven client-focused background.
  • Strong educational background, ideally with Financial Planning and/or Investment qualifications.
  • Excellent communication and administrative skills.

What We Offer

  • A dynamic and supportive work environment.
  • A competitive base salary, package, and bonus.