Investment Portfolio Administrator / Unit Trust / OEIC / Client Service

  • £30k + 20% Bonus
  • London, England, United Kingdom
  • Permanent, Full time
  • Jigsaw Search
  • 06 Nov 18

*** Investment Portfolio Administrator / Unit Trust / OEIC / Client Service / Investment Operations ***

The Company

One of the fastest growing and most entrepreneurial investment companies in the UK.


The Role

Building and developing relationships with IFA's / advisers 

Responding to all IFA / adviser's enquiries relating to their client's portfolio 

Processing ISA, PEP, Unit Trust, Equity, Pension and Offshore Bond transfers

Processing new business applications and working with additional business

Administering portfolios and actioning buys and sells

Ensuring that all transactions are executed and recorded on time

Providing first class service to IFA's on a daily basis


Skills / Experience

A strong understanding of investment products in the UK is essential

Good knowledge of operational processes with an investment ops environment

1 - 2 year's experience in Financial Services / investments

Educated to A-level standard as a minimum

IAQ/FPC/IMC qualifications would be an advantage.

Excellent administration, communication and organisational skills