Investment Operations Coordinator
12 hours ago
Job Summary
We are looking for a highly organized and detail-focused Investment Operations Coordinator to join our team at Seven Investment Management LLP. This is an excellent opportunity to develop your skills and knowledge in financial services.
Key Responsibilities
- Create accurate and timely reports, including Statements of Suitability (SOS) and new business reports.
- Assist Advisers with new business processing and onboarding journey on the CRM system.
- Manage prospect data on Xplan, including adviser pipeline.
- Process dealing instructions from clients and Advisers for ongoing placement.
Benefits
- A competitive salary of up to £45,000 per annum.
- A comprehensive training program to enhance your skills and knowledge.
About You
We are seeking someone with excellent communication and organizational skills, who is able to work effectively in a team environment. You should have a strong understanding of financial services and be proficient in MS Word/Excel.
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