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

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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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