Investment Management Administrator – Investment Management Investment Management Administrator – Investment  …

Jigsaw Search
in London, United Kingdom
Permanent, Full time
Last application, 31 Jul 21
Circa £35k + Bens & Bonus
Jigsaw Search
in London, United Kingdom
Permanent, Full time
Last application, 31 Jul 21
Circa £35k + Bens & Bonus
Highly successful Investment Manager.

Role:

  • High level support to Investment Management RM and their clients.
  • Supporting the team with proposal writing, portfolio analysis, ongoing suitability requirements and client meeting preparation. 
  • Liaising with clients on behalf of the team, ensuring that all communications are carried out in a professional and courteous manner;
  • Issue and follow up information requests to companies in writing and telephone
  • Planning and organising workflow
  • Full communication and understanding, minimising errors and maximising service levels
  • Produce valuations
  • Assemble all necessary documentation for Client Meetings, not limited to presentations /meeting materials/review documentation and confidential information;
  • Submit and process new business adhering to compliance requirements
  • Collation of meeting packs including production of finalised recommendation reports
  • Ad hoc project work

Experience

  • Proven experience in Wealth Planning Administration / Investment Management Administration
  • Strong Investments and Pensions knowledge
  • Strong knowledge of Microsoft Office Suite
  • CISI IAD or willingness to study
  • Excellent interpersonal skills; able to listen and converse well on all levels and highly organised. 
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