Please scroll down, To apply

Investment Management Administrator - Investment Management

hiring now

Jigsaw Search 35000.00 British Pound . GBP Per annum

2021-12-03 07:35:20

Job location Barkingside, Greater London, United Kingdom

Job type: fulltime

Job industry: Banking & Financial Services

Job description

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.

Inform a friend!

Top