Investment Management Associate

2 weeks ago


Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000

Oval Recruit Ltd. is seeking a skilled Investment Management professional to join their Private Client team in Hampshire. As a Private Client Investment Administrator, you will be responsible for a wide range of duties, including:

* 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.

The ideal candidate will have at least 2 years of relevant experience gained from within a similar Private Client Investment, Financial Planning or Wealth Management organization. Experience of working with investment funds is also essential. A good educational background, ideally working towards Financial Planning and/or Investment qualifications, is also required. The successful candidate will receive an excellent base salary, package and bonus.



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