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Private Client Investment Administrator

2 months ago

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

About the Role

Oval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join our team. As a key member of our Investment & Wealth Management team, you will play a crucial role in providing exceptional client service and supporting the Private Client Directors in their daily activities.

Key Responsibilities

  • Work closely with the Private Client Directors to prepare for client meetings, including setting up and handling post-meeting 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.
  • Collaborate with the back office staff and client servicing team to ensure best practice and best possible outcomes for clients.
  • Contribute to projects and business initiatives within the Private Client team.

Requirements

  • At least 2 years' experience in Private Client Investment, Financial Planning, or Wealth Management.
  • Experience working with investment funds and a strong understanding of the financial industry.
  • Proven track record of providing exceptional client service and a strong proactive approach to work.
  • Good educational background, ideally with Financial Planning and/or Investment qualifications.
  • Excellent communication and administrative skills.

What We Offer

  • A dynamic and supportive working environment.
  • A competitive base salary and bonus structure.