Investment Administrator

1 week ago


Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000
Private Client Investment Administrator

We are seeking a highly skilled and experienced Private Client Investment Administrator to join our team at Oval Recruit Ltd.

About the Role

This is an exciting opportunity for individuals with a strong background in investment management, financial planning, or wealth management to work with one of the UK's leading investment and wealth managers.

Key Responsibilities
  • Work closely with Private Client Directors on client meetings, including setup, arrangement, and post-meeting documentation.
  • Maintain client data across all systems and take dealing instructions from clients and Directors.
  • Liaise with back office staff and client servicing team to ensure best practice and outcomes for clients.
  • Collaborate with the Private Client team on projects and business initiatives.
Requirements
  • At least 2 years' experience in a similar Private Client Investment, Financial Planning, or Wealth Management organization.
  • Experience working with investment funds.
  • Good educational background, ideally with Financial Planning and/or Investment qualifications.
What We Offer

An excellent base salary, package, and bonus, making this a highly competitive opportunity for the right candidate.



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