Portfolio Administrator - Glasgow, United Kingdom - Recruit UK

Recruit UK

Verified Company

Glasgow, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Ready for your next challenge?
Join a fast-paced team as a Portfolio Administrator of a thriving Investment Management firm.

They are looking for a proactive and detail-oriented individual who can provide exceptional support to the IFA's and clients alike.

You will be responsible for ensuring efficient operations, accurate data management, timely resolution of queries and effective communication to deliver excellent client service.

You will manage your own workload, work effectively in a team, and maintain policies and procedures.

This is an opportunity to make a real impact and contribute to business success In return you will grow and develop your awareness of working within Wealth Management and have the opportunity to gain professional qualifications.

Core Responsibilities:

Provide administrative support for IFA's and clients
Deliver exceptional client servicing by managing the process effectively
Manage client transactions (payments/transfers)
Create meeting packs for client/IFA meetings.
Maintain policies, manage client queries, and efficient communication to provide up to date information to clients & IFA's.

To thrive in this role, you should have:

Excellent communication skills
Proficient in computer software, and
Methodical with a keen eye for detail.
Previous experience working in a similar role in financial services would be of interest.
Value teamwork, initiative, and a positive attitude
Understanding of working in regulatory environments and Investment products would also be useful.
In return you will receive: 25 days holiday PLUS bank holidays, life assurance, share incentive plans, qualification support, mentorship, flex hours, hybrid working and so much more._