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    Portfolio Manager I - Glasgow, United Kingdom - Recruit UK | Certified B Corp™

    Recruit UK | Certified B Corp™
    Recruit UK | Certified B Corp™ Glasgow, United Kingdom

    3 weeks ago

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    Description

    A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm.

    A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract.

    This position is pivotal in supporting the administration of client accounts, ensuring a smooth operation for the client journey.


    Key Responsibilities:
    Provide administrative support to enhance team operations and client experience.
    Manage client accounts throughout their lifecycle, ensuring accurate and timely administration.
    Perform client onboarding, complete AML checks, open and amend client accounts, and maintain accurate client documentation.
    Process client queries and liaise effectively with Investment Managers and Advisers.
    Update internal systems and dispatch client documentation as required.
    Support the team by handling inbound client calls and communicating effectively across departments.
    Ensure compliance with internal, regulatory, and CASS frameworks, promptly addressing any concerns.


    Qualifications & Experience:
    Previous experience in a similar role within Financial Services is preferred but not essential.
    Minimum GCSE (or equivalent) in English and Maths at grade C or above.
    Proficiency in MS Office, particularly Excel.
    Strong organisational skills and a methodical approach to work.
    Excellent written and verbal communication skills.
    Understanding of the regulatory environment and familiarity with financial products and services.
    This role is an excellent opportunity to grow professionally and contribute to the success of a dynamic team. If you meet the requirements and are looking for a challenging role, please submit your application today.


    Location:

    Glasgow Salary:
    Up to £30,000 per annum Contract: 12-month fixed term


    REF:
    9023
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