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Investment Portfolio Administrator / Client Service - Investments / Pensions

Jigsaw Financial
London, United Kingdom
£30k - £38k
Closing date
Apr 1, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
The Role

Building and developing relationships with IFA's / advisers / wealth managers

Dealing with client enquiries relating to their investment portfolios

Processing deposits and 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

Delivering on projects with internal and external stakeholders

Skills / Experience

Understanding of investment and/or pension products in the UK - ISAs, Unit Trusts Equities, SIPPs, OEICs, ETFs etc.

Client focussed, comfortable speaking with client at all levels and building relationships

Good knowledge of operational processes in financial services

Ideally 1 years experience in Financial Services - ideally client services or operations

Educated to A-level standard as a minimum

IOC/CF/IMC qualifications would be an advantage.

Excellent administration, communication and organisational skills

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