Investment Operations Coordinator
4 days ago
**About Us**
The Kingswood Group is a leading provider of trusted wealth planning and investment management solutions. Our goal is to provide our clients with tailored advice and guidance to help them achieve their financial goals.
We pride ourselves on our commitment to excellence, integrity, and innovation, and we are dedicated to delivering exceptional results for our clients.
We are seeking an experienced Investment Operations Coordinator to join our team, who will play a key role in supporting our advisers and clients. The ideal candidate will have a strong background in investment operations, with a proven ability to manage complex tasks, prioritize deadlines, and deliver high-quality results.
Apart from delivering exceptional results, you will also be responsible for developing your knowledge of company policies and procedures, staying up-to-date with industry developments, and contributing to a positive, inclusive work environment.
We offer a competitive salary of £38,000 - £58,000 per annum, depending on experience, as well as a range of benefits including 26 days annual leave, cycle to work scheme, life assurance, private healthcare, and enhanced maternity and paternity pay.
**Key Responsibilities**
- Support our advisers and clients in investment operations
- Manage complex tasks and prioritize deadlines
- Develop and maintain knowledge of company policies and procedures
- Stay up-to-date with industry developments and best practices
- Contribute to a positive, inclusive work environment
**Requirements**
- Experience in investment operations or a related field
- Strong organizational and time-management skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office
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