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Private Client Investment Administrator

Job Title: Private Client Investment Administrator
Contract Type: Permanent
Location: London, England
Industry:
Salary: Up to £35000 per annum + Benefits Package
Reference: 10607/001_1537178184
Contact Name: Jane Paton
Contact Email: janepaton@srmrecruitment.com
Job Published: September 17, 2018 10:56

Job Description

A leading independently owned provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations.

Purpose of role:

To provide full technical support to a private client team.

Key responsibilities:

Analysis

  • Analysis support of private client market
  • Structuring and collating research for team
  • Collate periodic valuation reports
  • Produce ad hoc reports and collate documentation for client meetings
  • Liaise with external platforms

Administration

Deal with cash transfers and foreign exchange transactions for clients

Set up client orders in preparation for STP

  • Collate and dispatch general documentation in the management of client affairs
  • Create and maintain stock/client information on spreadsheets
  • Assist in researching and resolving client queries

Compliance and Training

Ensure familiarity and compliance with FCA requirements

  • Attend annual compliance briefing

Team Support

  • Answer telephone
  • Assist in drafting general correspondence
  • Liaise with clients and their advisors
  • Maintain client files
  • Attend client meetings in an administrative capacity, where necessary

Candidate Profile

Education/Qualifications:

  • A' levels or equivalent
  • IOC qualification, Registered Rep or equivalents would be advantageous

Key Experience/Skills:

  • Significant relevant experience in a similar role
  • Strong Analytical skills - for investigating and researching problems
  • High levels of numeracy
  • Excellent communication skills - written and verbal
  • IT - clear understanding and ability to use; Reuters or equivalent, Excel, Email
  • Compliance - broad knowledge of FCA regulations