Investment Administrator
6 days ago
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.
- 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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Investment Administrator
2 weeks ago
Southampton, Southampton, United Kingdom MI Search Ltd Full timeMI Search Ltd is seeking an experienced investment administrator to join their team in Southampton. As an investment administrator, you will provide administrative support to investment managers, portfolio managers, and clients. Your responsibilities will include processing ISA, LISA, JISA, and Flexible ISA subscriptions, onboarding new clients, booking...
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Investment Administrator
2 weeks ago
Southampton, Southampton, United Kingdom MI Search Ltd Full timeMI Search Ltd is seeking an experienced investment administrator to join their team in Southampton. As an investment administrator, you will provide administrative support to investment managers, portfolio managers, and clients. Your responsibilities will include processing ISA, LISA, JISA, and Flexible ISA subscriptions, onboarding new clients, booking...
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Investment Administrator
1 week ago
Southampton, Southampton, 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 Hampshire. As a key member of our team, you will be responsible for providing administrative support to our Private Client Directors and ensuring the smooth operation of our client services.Key Responsibilities:Assist with client...
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Investment Administrator
1 week ago
Southampton, Southampton, 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 Hampshire. As a key member of our team, you will be responsible for providing administrative support to our Private Client Directors and ensuring the smooth operation of our client services.Key Responsibilities:Assist with client...
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Investment Administrator
2 weeks ago
Southampton, Southampton, United Kingdom MI Search Ltd Full timeMI Search Ltd is seeking an experienced investment administrator to join their team in Southampton. The successful candidate will provide administrative support to investment managers, portfolio managers, and clients. Key responsibilities include processing ISA, LISA, and Flexible ISA subscriptions, onboarding new clients, and building relationships with...
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Investment Administrator
2 weeks ago
Southampton, Southampton, United Kingdom MI Search Ltd Full timeMI Search Ltd is seeking an experienced investment administrator to join their team in Southampton. The successful candidate will provide administrative support to investment managers, portfolio managers, and clients. Key responsibilities include processing ISA, LISA, and Flexible ISA subscriptions, onboarding new clients, and building relationships with...
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Investment Administrator
1 week ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Private Client Investment AdministratorWe are seeking a highly skilled and experienced Private Client Investment Administrator to join our team at Oval Recruit Ltd.About the RoleThis 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...
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Investment Administrator
1 week ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Private Client Investment AdministratorWe are seeking a highly skilled and experienced Private Client Investment Administrator to join our team at Oval Recruit Ltd.About the RoleThis 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...
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Client Investment Administrator
3 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timeJob Title: Private Client Investment AdministratorJob Summary:We are seeking an experienced Private Client Investment Administrator to join our team at Oval Recruit Ltd. in a Private Client Investment Administrator role. As a Private Client Investment Administrator, you will be responsible for providing administrative support to our Private Client Directors...
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Client Investment Administrator
3 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timeJob Title: Private Client Investment AdministratorJob Summary:We are seeking an experienced Private Client Investment Administrator to join our team at Oval Recruit Ltd. in a Private Client Investment Administrator role. As a Private Client Investment Administrator, you will be responsible for providing administrative support to our Private Client Directors...
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Private Client Investment Administrator
2 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timePrivate 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 at Oval Recruit Ltd.About the Role:We are looking for a talented individual to work closely with our Private Client Directors, providing...
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Private Client Investment Administrator
2 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timePrivate 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 at Oval Recruit Ltd.About the Role:We are looking for a talented individual to work closely with our Private Client Directors, providing...
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Private Client Investment Administrator
3 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Job OpportunityPrivate Client Investment AdministratorAbout the RoleThis is an exciting opportunity for a skilled Investment Management professional to join Oval Recruit Ltd. as a Private Client Investment Administrator. The successful candidate will be responsible for providing administrative support to the Private Client team, working closely with the...
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Private Client Investment Administrator
3 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Job Opportunity: Private Client Investment AdministratorAbout the Role:The Private Client Investment Administrator will be responsible for providing administrative support to the Private Client team, working closely with the Private Client Directors to ensure seamless client meetings and post-meeting documentation. This role requires a high level of...
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Private Client Investment Administrator
3 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000Job Opportunity: Private Client Investment AdministratorAbout the Role:The Private Client Investment Administrator will be responsible for providing administrative support to the Private Client team, working closely with the Private Client Directors to ensure seamless client meetings and post-meeting documentation. This role requires a high level of...
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Private Client Investment Administrator
2 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timePrivate Client Investment AdministratorOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join their team in Hampshire. 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...
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Private Client Investment Administrator
1 week ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timePrivate Client Investment AdministratorOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join their team in Hampshire. 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...
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Private Client Investment Administrator
2 weeks ago
Southampton, Southampton, 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. as a Private Client Investment Administrator. As a key member of our Private Client team, you will be responsible for a wide range of duties, including:Collaborating with Private Client Directors on...
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Private Client Investment Administrator
2 weeks ago
Southampton, Southampton, 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. as a Private Client Investment Administrator. As a key member of our Private Client team, you will be responsible for a wide range of duties, including:Collaborating with Private Client Directors on...
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Private Client Investment Administrator
2 weeks ago
Southampton, Southampton, 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. as a Private Client Investment Administrator. As a key member of our Private Client team, you will be responsible for a wide range of duties, including:Collaborating with Private Client Directors on...