Private Client Investment Administrator
4 days ago
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.
- 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.
- An excellent working environment.
- An attractive base salary, package, and bonus.
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Private Client Investment Administrator
6 days ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full timePrivate Client Investment AdministratorWe are seeking a highly skilled and experienced Private Client Investment Administrator to join our team in Edinburgh. As a key member of our Private Client team, you will be responsible for providing exceptional administrative support to our Private Client Directors and clients.Key Responsibilities:Assist with client...
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Private Client Investment Administrator
6 days ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full timePrivate Client Investment AdministratorWe are seeking a highly skilled and experienced Private Client Investment Administrator to join our team in Edinburgh. As a key member of our Private Client team, you will be responsible for providing exceptional administrative support to our Private Client Directors and clients.Key Responsibilities:Assist with client...
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Private Client Investment Administrator
1 week ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full timePrivate Client Investment AdministratorThis is an exciting opportunity for a skilled Investment Management professional to join our team at Oval Recruit Ltd. in Edinburgh. As a Private Client Investment Administrator, you will be responsible for a wide range of duties, including:Collaborating with Private Client Directors on client meetings, including setup,...
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Private Client Investment Administrator
1 week ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full timePrivate Client Investment AdministratorThis is an exciting opportunity for a skilled Investment Management professional to join our team at Oval Recruit Ltd. in Edinburgh. As a Private Client Investment Administrator, you will be responsible for a wide range of duties, including:Collaborating with Private Client Directors on client meetings, including setup,...
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Private Client Investment Administrator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full timeJob SummaryOval 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 administrative support to the Private Client Directors and clients.Key ResponsibilitiesAssist the Private Client Directors in preparing...
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Private Client Investment Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full timeJob SummaryOval 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 administrative support to the Private Client Directors and clients.Key ResponsibilitiesAssist the Private Client Directors in preparing...
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Private Client Investment Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full timeJob DescriptionJob Title: Private Client Investment ManagerJob Summary:We are seeking a highly skilled and experienced Private Client Investment Manager to join our team at Oval Recruit Ltd. in Edinburgh. As a key member of our Private Client team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key...
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Private Client Investment Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full timeJob DescriptionJob Title: Private Client Investment ManagerJob Summary:We are seeking a highly skilled and experienced Private Client Investment Manager to join our team at Oval Recruit Ltd. in Edinburgh. As a key member of our Private Client team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key...
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Private Client Investment Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full timeJob DescriptionJob Title: Private Client Investment ManagerJob Type: Full-timeLocation: EdinburghJob Category: Investment and Wealth ManagementAbout the Role:We are seeking an experienced Private Client Investment Manager to join our team in Edinburgh. As a key member of our Private Client team, you will be responsible for providing exceptional client...
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Private Client Investment Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full timeJob DescriptionJob Title: Private Client Investment ManagerJob Type: Full-timeLocation: EdinburghJob Category: Investment and Wealth ManagementAbout the Role:We are seeking an experienced Private Client Investment Manager to join our team in Edinburgh. As a key member of our Private Client team, you will be responsible for providing exceptional client...
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Investment Administrator
2 days ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Private Client Investment AdministratorWe are seeking an experienced Investment Administrator to join our Private Client team in Edinburgh. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our Private Client Directors.Key Responsibilities:Work closely with Private Client Directors to...
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Investment Administrator
2 days ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Private Client Investment AdministratorWe are seeking an experienced Investment Administrator to join our Private Client team in Edinburgh. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our Private Client Directors.Key Responsibilities:Work closely with Private Client Directors to...
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Investment Administrator
2 days ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Private Client Investment AdministratorAre you a detail-oriented and organized individual with a passion for investment management? We are seeking a highly skilled Private Client Investment Administrator to join our team in Edinburgh.Key Responsibilities:Work closely with Private Client Directors to ensure seamless client meetings, including setup,...
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Investment Administrator
2 days ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Private Client Investment AdministratorAre you a detail-oriented and organized individual with a passion for investment management? We are seeking a highly skilled Private Client Investment Administrator to join our team in Edinburgh.Key Responsibilities:Work closely with Private Client Directors to ensure seamless client meetings, including setup,...
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Investment Client Service Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Job DescriptionJob Title: Investment Client AdministratorJob Type: Full-timeCompany: Oval Recruit Ltd.Location: EdinburghJob Category: Financial ServicesJob Description:We are seeking an experienced Investment Client Administrator to join our Private Client team in Edinburgh. As an Investment Client Administrator, you will be responsible for providing...
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Investment Client Service Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Job DescriptionJob Title: Investment Client AdministratorJob Type: Full-timeCompany: Oval Recruit Ltd.Location: EdinburghJob Category: Financial ServicesJob Description:We are seeking an experienced Investment Client Administrator to join our Private Client team in Edinburgh. As an Investment Client Administrator, you will be responsible for providing...
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Administrative Assistant
1 week ago
Edinburgh, Edinburgh, United Kingdom Pertemps Scotland Full time{"Role": "Administrative Assistant - Private Client", "Salary": "£28,000-£32,000", "Location": "Edinburgh (Flexible/Hybrid)", "Job Summary": "Pertemps Scotland is seeking an experienced Administrative Assistant to join our client, a leading Law Firm in Edinburgh, as a Private Client Administrator. The successful candidate will provide administrative...
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Administrative Assistant
1 week ago
Edinburgh, Edinburgh, United Kingdom Pertemps Scotland Full time{"Role": "Administrative Assistant - Private Client", "Salary": "£28,000-£32,000", "Location": "Edinburgh (Flexible/Hybrid)", "Job Summary": "Pertemps Scotland is seeking an experienced Administrative Assistant to join our client, a leading Law Firm in Edinburgh, as a Private Client Administrator. The successful candidate will provide administrative...
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Investment Client Service Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Job DescriptionPrivate Client Investment Manager – Opportunity for Career AdvancementThis is an excellent opportunity for individuals with at least 1 year's experience in Investment Management, Financial Planning, or Wealth Management to join one of the UK's leading Investment & Wealth Managers in their Edinburgh offices.Working in their Private Client...
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Investment Client Service Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Job DescriptionPrivate Client Investment Manager – Opportunity for Career AdvancementThis is an excellent opportunity for individuals with at least 1 year's experience in Investment Management, Financial Planning, or Wealth Management to join one of the UK's leading Investment & Wealth Managers in their Private Client team. Working in a dynamic and...