Self Invest Administrator

6 days ago

London, United Kingdom Seven Investment Management Full time

**About The Role**:
**Purpose**
- Provide support to the Self Invest proposition and take responsibility to ensure the desk runs efficiently
- Speaking to self-invested clients to take orders and instructions to buy or sell securities, answer general queries

**Responsibilities**
- Execute buy & sell trade instructions for self invested clients
- Organise ISA Subscriptions
- Execute withdrawal instructions
- Set up and maintain standing orders & monthly withdrawals
- Ensuring clients’ accounts do not become overdrawn; fixing this issue if it occurs
Providing ad-hoc valuations/transaction histories when requested and investigating any client queries
- Organising transfer out of accounts to different providers
- Processing account opening/closings and change of service type requests
- Processing corporate action instructions
- Sending out trade confirmations and tax packs
- Updating client data on internal systems

**About You**:
**Skills**
- Excellent telecommunication skills
- Proven time management, organisation and prioritisation skills
- Manage busy workload
- Identifying when to escalate issues/complaints with line manager
- Ability to prioritise workload to meet strict dealing deadlines
- Ability to build relationships with internal teams

**Knowledge**
- Basic understanding of financial markets and products (SIPP/ISA/GIA equities/funds/bonds) would be preferred

**Qualifications**
- None necessary but should be considering relevant industry standard qualifications such as Level 3 CISI, IAD Level 4 CISI

**About Us**:

- The ‘7’ in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm they trusted to manage their families’ money properly - big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they’d like to invest with themselves.
- Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.
- We’ve evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.
- Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.
- We still follow our founders’ plan and aim to get the simple things right all wrapped up with real, honest, human service - that’s what sets us apart from everyone else.

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