Private Client Investment Administrator
3 days ago
Oval 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 in client meetings, including setting up and handling post-meeting documentation.
- Create client suitability reports, including transfer analysis and new client portfolio analysis.
- Maintain accurate client data across all systems and take dealing instructions from clients and Directors.
- Liaise closely with back office staff and client servicing team to ensure best practice and best possible outcomes for clients.
- Collaborate with the Private Client team on relevant projects and business initiatives.
- At least 2 years' 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 working towards Financial Planning and/or Investment qualifications.
- Excellent communication and administrative skills.
- An excellent working environment.
- An excellent base salary, package, and bonus.
-
Private Client Investment Administrator
2 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...
-
Private Client Investment Administrator
6 days 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...
-
Private Client Investment Administrator
6 days 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...
-
Private Client Investment Administrator
1 week 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...
-
Private Client Investment Administrator
1 week 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...
-
Private Client Investment Administrator
6 days 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...
-
Private Client Investment Administrator
7 days 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...
-
Private Client Investment Administrator
2 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timeJob SummaryOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join their team. 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 ResponsibilitiesWork closely with the Private Client Directors to prepare for...
-
Private Client Investment Administrator
2 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timeJob SummaryOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join their team. 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 ResponsibilitiesWork closely with the Private Client Directors to prepare for...
-
Private Client Investment Administrator
2 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timeAbout the RoleOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join our team. As a key member of our Investment & Wealth Management team, you will play a crucial role in providing exceptional client service and supporting the Private Client Directors in their daily activities.Key ResponsibilitiesWork closely with the...
-
Private Client Investment Administrator
3 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timeAbout the RoleOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join our team. As a key member of our Investment & Wealth Management team, you will play a crucial role in providing exceptional client service and supporting the Private Client Directors in their daily activities.Key ResponsibilitiesWork closely with the...
-
Private Client Investment Administrator
2 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...
-
Private Client Investment Administrator
2 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...
-
Client Investment Administrator
2 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...
-
Client Investment Administrator
2 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...
-
Private Client Investment Administrator
3 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timePrivate Client Investment Administrator Job OpportunityAbout the RoleOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join their team. 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 ResponsibilitiesClient SupportWork...
-
Private Client Investment Administrator
2 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timePrivate Client Investment Administrator Job OpportunityAbout the RoleOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join their team. 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 ResponsibilitiesClient SupportWork...
-
Private Client Investment Manager
2 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timeJob DescriptionJob Title: Private Client Investment ManagerJob Type: Full-timeLocation: HampshireJob Category: Investment and Wealth ManagementAbout the Role:We are seeking an experienced Private Client Investment Manager to join our team at Oval Recruit Ltd. in Hampshire. As a Private Client Investment Manager, you will be responsible for providing...
-
Private Client Investment Manager
2 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timeJob DescriptionJob Title: Private Client Investment ManagerJob Type: Full-timeLocation: HampshireJob Category: Investment and Wealth ManagementAbout the Role:We are seeking an experienced Private Client Investment Manager to join our team at Oval Recruit Ltd. in Hampshire. As a Private Client Investment Manager, you will be responsible for providing...
-
Private Client Investment Manager
2 weeks ago
Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full timeJob DescriptionJob Title: Private Client Investment ManagerJob Type: Full-timeLocation: HampshireJob Description:We are seeking an experienced Private Client Investment Manager to join our team at Oval Recruit Ltd. in Hampshire. As a Private Client Investment Manager, you will be responsible for providing exceptional client service and support to our private...
