Investment Client Administrator - Edinburgh, United Kingdom - Recruit UK

Recruit UK

Verified Company

Edinburgh, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Do you want to work closely with Investment Managers, Financial Advisers and their clients?

Looking for a company who take great responsibility in being the best for their employees and clients?
At Recruit UK, we are seeking a client centric individual to join an excellent Investment Management firm in Edinburgh.

They hold a strong reputation in the profession, providing a stellar service to clients but equally ensuring their employees hold oneof the best job packages on the market.

You will play a key part in supporting the Financial Planning team with a core focus on the client experience and assisting Financial Planners.

Key functions of the role will involve:

To ensure a high quality and continuity of the client experience
Assist Financial Planners with administrative tasks relating to Financial Planning (new business/annual reviews/maintaining records)
Communicate with financial planners, investment managers and the wider team with ease

To succeed you will need:

For this role at least 12 months within a similar position is required.

If you have provided admin support within Financial Planning and love giving clients excellent service - this is an opportunity to join a truly responsible and thriving national firm.

Confident, concise, and organised are the key attributes to make you a successful part of this team. If you have your CII exams and an understanding of Investment Management/Financial Planning this is beneficial (but not essential).

Benefits: