Portfolio Administrator - London, United Kingdom - RecruitUK

RecruitUK

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Portfolio Administrator

Location:
London

Salary:
Up to £29,000

REF: 7436

Recruit UK is recruiting for an administrator to join a thriving wealth management firm based in central London.

This firm is well-established and award-winning, they're recognised within the Wealth Management profession, and have a reputation as a great employer that always puts their employees' successes and development needs first.

Within this role you will be given all the training required to become a successful professional in the industry. Our client is looking for someone that is ambitious, has accuracy and has strong communication and organisation skills. In return they will give you full training and a supportive working environment.

Duties will include:

Manage client portfolio records
File documentation
Liaise with Investment Managers
Communicate with data providers to ensure accuracy on feeds
Verify and adjust stock records
Process corporate events in timely manner
Capital gains tax calculations
Maintain clients performance records
Ensure ISA eligibility
Ensure relevant training is completed to develop knowledge and skill
Arrange probate valuations for the IMs

Benefits:

Salary up to £29,000
25 days annual leave with an additional day for each year's service
Generous pension scheme
Health insurance and private medical insurance (including for family)
Life assurance
Season ticket loan for your travel
Flexible benefits

Skills and experience required:

Strong administration and communication skills
GCSE/A-Levels in English and Mathematics
Professional, meticulous with a keen eye for detail
Strong organization and numeracy skills
Experience with Microsoft office

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role.

We have a reach of more than 100,000 financial services connections.

Right now, Recruit UK are pleased to be working with a well-established wealth management firm based in London on a portfolio administrator role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Job Type:
Permanent

Salary:
£25,000.00-£29,000.00 per year

Benefits: