Graduate Investment Administrator

Oval Recruit
30000.00 - 40000.00 GBP Annual
Closing date
4 Nov 2021

View more

Banking & Financial Services
Role Type
Graduate, Other work and training

Graduate Investment Administrator - Private Client Investment Management

Leading UK Private Client Investment Manager, Based Central London

GBP30,000 - GBP40,000 + Excellent Package & Bonus

This is an excellent opportunity for Graduates with some exposure to Wealth/investment Management background to join a leading UK Private Client Investment Manager, based out of their Central London head offices. Working within the Investment Management team, you will be responsible for handling contact with clients looking to use their Discretionary Investment Management services as well as providing support to the Investment Managers. This will include:

  • Working closely with Investment Managers to prepare for meetings, produce client valuations and accurately administer the client lifecycle.
  • Support IM's in the opening and closing of investment accounts.
  • Work closely with IM to oversee and administer a defined panel of discretionary clients.
  • Undertake daily Investment Administration, including cash reconciliations, investments, payments, withdrawals and other ad hoc duties.
  • Oversee set up and transfer of assets for new discretionary clients.
  • Support client activity on the Investor portal, including proactive monitoring of activity and responding to service requests.
  • Coordinate the team's daily CRM tasks and manage Investment Directors schedule on a daily basis.

To be successful in this role, you should have experience of the following:

  • Work experience or post graduation experience in Wealth Management, IFA, Investment Management or Investment Platform
  • Excellent educational background, educated to degree level with a proven track record of success.
  • Proven, support and client relationship management skills.
  • Excellent communication and presentation skills with a desire to further develop career within a Client orientated role.
  • Strong Administrative, Organisational and Support experience

In return our client offers:

  • Opportunity to develop your career in a progressive, dynamic organisation
  • Basic Salary of GBP30,000 - GBP40,000 + Excellent Package and Bonus

For more information, please contact Edward Groves

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