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Client Portfolio Administrator

Job Title: Client Portfolio Administrator
Contract Type: Permanent
Location: London
Industry:
Salary: £25000 - £29000 per annum
Start Date: ASAP
Reference: 10120/001_1493742153
Contact Name: Harriet Bradfield
Contact Email: harrietbradfield@srmrecruitment.com
Job Published: May 02, 2017 17:22

Job Description

My client, a well-known Financial Planning/Investment Management organisation with offices across the UK, are seeking a confident and professional administrator to take over management of one of their SIPP client banks.

The purpose of the role will be to manage cash flow of the SIPP, ensuring all cash movements are facilitated to cover any charges and withdrawals.

Responsibilities:

Manage SIPP mailbox daily and respond to all queries within SLA
Update CRM
Liaise with Investment Managers/Advisers
Process new SIPP requests
Request valuations/statements as required
General SIPP admin

The successful candidate will have:

Minimum 2 year Financial Services experience
Strong academic background/desire to undertake further professional examinations
CF1 as a minimum (preferred)
Proficiency in core Microsoft Office systems
Excellent verbal & written communication skills
Professional telephone manner