Investment Administrator

6 days 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 in Hampshire. As a key member of our Private Client team, you will be responsible for providing exceptional support to our Private Client Directors and clients.

Key Responsibilities:
  • Working closely with the Private Client Directors on all aspects of client meetings, including setting up, arranging and handling all post-meeting documentation.
  • Maintaining client data across all systems and taking dealing instructions from clients and Directors.
  • Liaising closely with back office staff and client servicing team to ensure best practice and best possible outcomes for clients.
  • Working closely with all members of the Private Client team, participating in relevant projects and business initiatives.
Requirements:
  • At least 2 years' relevant experience gained from within a similar Private Client Investment, Financial Planning or Wealth Management organisation.
  • Experience of working with investment funds.
  • Good educational background, ideally working towards Financial Planning and/or Investment qualifications.

We offer an excellent base salary, package and bonus, making this a highly attractive opportunity for individuals looking to advance their careers in the financial services industry.



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