Private Client Investment Administrator

4 days ago


Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time
Private Client Investment Administrator

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

Key Responsibilities:
  • Assist the Private Client Directors in preparing for client meetings, including setting up and arranging documentation.
  • Develop and maintain client suitability reports, including transfer analysis and new client portfolio analysis.
  • Manage 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 optimal outcomes for clients.
  • Contribute to relevant projects and business initiatives within the Private Client team.
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.
  • Proven client-focused background with a strong proactive and energetic approach to work.
  • Good educational background, ideally with Financial Planning and/or Investment qualifications.
  • Excellent communication and administrative skills.
What We Offer:
  • An excellent working environment.
  • An attractive base salary, package, and bonus.


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