Investment Portfolio Support Assistant - Award winning Investment Managers
Southampton | £depending on experience
A leading UK Private Client Investment Management Company who have won numerous industry awards for excellence are looking to recruit a highly competent individual. Working in their growing Investment Portfolio Support function you will be joining a highly professional team who pride themselves creating a positive working environment that is enjoyable and very personable.
The role will involve -
- Provide Investment Management Portfolio Support to the Consultants.
- Carry out internal cash and stock portfolio transfers. Complete payment transfers and process ISA subscriptions and amendments.
- Take the lead to ensure all review packs are completed, have been checked for accuracy and are ready for client meetings.
- Communicate professionally and effectively with accountants, tax advisors and associated intermediaries. Ensure all valuation, tax and CGT queries have been answered
- Update all teams including the portfolio, Investment Management and Client Management teams with transfer progress and client amendments.
- Completing Client KYC data and account amendments
- Assisting with meeting preparation, adviser reports and presentations
- Deliver Projects on time to the highest standards
- Take an active role in learning and understanding regulatory requirements and the company's attitude and policy surrounding risk management
- Be responsible for implementing administrative processes
- Help the department achieve performance and budgetary targets
- Develop your own skills and knowledge ensuring that you are achieving your own personal development goals
This is an opportunity to join a highly successful company that will invest in your career and development. To apply for the position, you should have previous Investment support or wider Financial Services experience including the creation of client report, review and valuation packs.
For more information please contact Richard Garbett.