Noir ConsultingSouthampton
several fantastic new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed...
Lester Brunt Wealth ManagementBournemouth, 24 mi from Southampton
Job Title: Associate Partner Location: Bournemouth (surrounding South Coast areas) / London / Kent / Exeter (Hybrid) Minimum Requirements: Working towards / already attained the Level 4 Qualification in Regulated Financial Advice, or relevant...
JJ SEARCH LIMITEDGuildford, 44 mi from Southampton
Services and Financial Planning to Private High Net Worth Individuals
The Role
This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment.
The Financial...
EvriSouthampton
Join Our Team of Self-Employed Couriers!.Are you looking for a flexible job with great earning potential? Look no further!.We have immediate opportunities for you to join our team with plenty of options for you to choose from across our 7-day delivery operation and the best thing is you will only wo...
EvriSouthampton
Join Our Team of Self-Employed Couriers!.Are you looking for a flexible job with great earning potential? Look no further!.We have immediate opportunities for you to join our team with plenty of options for you to choose from across our 7-day delivery operation and the best thing is you will only wo...
EvriSouthampton
Join Our Team of Self-Employed Couriers!.Are you looking for a flexible job with great earning potential? Look no further!.We have immediate opportunities for you to join our team with plenty of options for you to choose from across our 7-day delivery operation and the best thing is you will only wo...
JJ Search LtdGuildford, 44 mi from Southampton
The Client
Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.
The Role
The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. . click...
Page Personnel FinanceFareham, 13 mi from Southampton
My client looking for a high-calibre Wealth Management Administrator to join their team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Client Details
My...
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Investment Managers Assistant
Southampton | Permanent | £30,000 - £34,000/year | www.cv-library.co.uk |
Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities which will include:
• Provide a high standard of administrative support to the Investment Management team.
• Assisting IM's with portfolio management for a range of discretionary and advisory clients.
• Preparing reports and documentation required for client meetings
• Follow on-boarding processes for setting up new clients and ensuring all regulatory information is collected and recorded.
• Assist with the production of client suitability reports
• Assist with probate / CGT valuations, preparation of client reports and transaction implementation.
• Preparing investment proposals
• Opening and maintenance of client accounts
• Maintenance of due diligence documentation
• Performing trades
• Monitoring progress of investment funds
Applicants must possess previous experience of working in the Investment or Wealth management sector and ideally have the CISI qualification or equivalent. You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving ability.
You will be able to work in a team environment and use your experience to support more junior members of the team.
This a great opportunity to join one of the UK's leading Independent Investment Managers offering a great working environment and a generous remuneration and benefits package
• Provide a high standard of administrative support to the Investment Management team.
• Assisting IM's with portfolio management for a range of discretionary and advisory clients.
• Preparing reports and documentation required for client meetings
• Follow on-boarding processes for setting up new clients and ensuring all regulatory information is collected and recorded.
• Assist with the production of client suitability reports
• Assist with probate / CGT valuations, preparation of client reports and transaction implementation.
• Preparing investment proposals
• Opening and maintenance of client accounts
• Maintenance of due diligence documentation
• Performing trades
• Monitoring progress of investment funds
Applicants must possess previous experience of working in the Investment or Wealth management sector and ideally have the CISI qualification or equivalent. You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving ability.
You will be able to work in a team environment and use your experience to support more junior members of the team.
This a great opportunity to join one of the UK's leading Independent Investment Managers offering a great working environment and a generous remuneration and benefits package
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