- Assisting IM's with portfolio management for a range of discretionary and advisory clients
- Opening and maintenance of client accounts
- General administration and data entry duties
- Maintenance of due diligence documentation
- Performing trades
- Monitoring progress of investment funds
- Assist with the construction and maintenance of Investment models
- Ensuring clients portfolios are aligned with their goals and attitude to risk
- Preparing investment proposals
- Actively assisting with the development of Investment strategy
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Investment Manager Assistant/Administrator
Found in: Jooble UK O C2 - 2 days ago
Charles Stanley & Co. Southampton, United KingdomInvestment Managers' Assistants are responsible for actively supporting investment managers in their daily business across wide-ranging administrative and organisational functions. Providing an accurate and efficient service helps maintain a strong relationship between the invest ...
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Investment Manager Assistant/Administrator
Found in: Jooble UK O C2 - 6 days ago
Front Row Recruitment Southampton, United KingdomDue to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities which wil ...
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Paraplanner
Found in: SonicJobs Direct Apply UK - 1 day ago
Premier Jobs UK Limited Fareham, United Kingdom Full timeThis Paraplanner job in Fareham is suitable if you are looking to join a supportive team · You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Ind ...
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Client Services Administrator
Found in: SonicJobs Direct Apply UK - 2 days ago
Brook Street UK Fareham, United Kingdom Full timeWe're seeking a dynamic client services administrator. The ideal candidate will possess exceptional communication skills and a knack for troubleshooting and processing tasks efficiently. · Role and Responsibilities: · - Prioritise customer satisfaction above all else, ensuring ex ...
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Office Support Team Lead
Found in: SonicJobs Direct Apply UK - 5 days ago
Bond Williams Limited Wimborne Minster, United Kingdom Full timeOffice Support Team Lead - Wimborne - Up to £27,500 · Are you an experienced Office Support Team Lead with excellent organisational and reception skills? · Do you have previous experience working as a Senior Office Co-Ordinator managing a small team? · If yes, then read on to see ...
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HR Advisor
Found in: SonicJobs Direct Apply UK - 3 days ago
HR Spectrum Basingstoke, United Kingdom Full timeOur client is a global brand, a household name and an employer of choice known for their innovation and creativity. Operating in over 70 countries, they have a long history of excellence and success borne out of their flexibility to embrace and implement change. Located in the Ba ...
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Investment Managers Assistant
Found in: Click to Hired UK C2 - 22 hours ago
Front Row Recruitment Southampton, United Kingdom Permanent, Full timeDue to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities which wil ...
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helpdesk Administrator
Found in: SonicJobs Direct Apply UK - 14 hours ago
Yunex Limited Poole, United Kingdom Full timeCompany description:Do you want to help shape the future of the city? · We connect the dots of a new mobility revolution that will transform cities all over the world.We do this by empowering mobility, bringing it to the next level with intelligent road traffic technology.Job des ...
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Trainee Investment Manager
Found in: Ziprecruiter UK C2 - 3 days ago
mbf Southampton, United KingdomJob Description · We are working with a premier Investment Management & Financial Planning organisation renowned for its expertise, integrity and commitment to delivering exceptional results to their clients. With a rich history and a forward-thinking approach, our client has est ...
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Compliance Administrator
Found in: Ziprecruiter UK C2 - 3 days ago
Broadgate Southampton, United KingdomJob Description · Compliance Administrator · Southampton · Salary £30-35k · This is a role centred around Due Diligence, completing periodic AML reviews of existing customers. The role will also require the review of CDD and client outreach as well as risk assessments. · A fantas ...
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Sales Support Administrator
Found in: Ziprecruiter UK C2 - 1 day ago
CNS - Community Network Services Southampton, United KingdomJob Description · About the Role · DP World CNS have an exciting opportunity for a Sales Support Administrator to join us. This role reports to our Business Relationship Manager and is responsible for enhancing the sales team's operational efficiency by providing comprehensive ad ...
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Administrator & Compliance Assistant
Found in: Jooble UK O C2 - 2 days ago
Broadgate Southampton, United KingdomCompliance Administrator · This is a role centred around Due Diligence, completing periodic AML reviews of existing customers. The role will also require the review of CDD and client outreach as well as risk assessments. · A fantastic opportunity to get into the legal sector wi ...
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Administrator with Bookkeeping
Found in: Jooble UK O C2 - 3 days ago
Aztec Southampton, United KingdomTransactional Administrator - Private Equity · Reports to Financial Reporting Manager · The purpose of this position is to assist with the routine day-to-day administration of a large pension scheme under the direction of a Financial Reporting Manager. · Assist with all aspect ...
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Investment Managers Assistant
Found in: Talent UK C2 - 3 days ago
Charles Stanley & Co Southampton, United Kingdom Full timeJob Purpose: · Investment Managers' Assistants are responsible for actively supporting investment managers in their daily business across wide-ranging administrative and organisational functions. Providing an accurate and efficient service helps maintain a strong relationship be ...
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Trainee Administrator
Found in: Jooble UK O C2 - 5 days ago
Aztec Southampton, United KingdomTrainee Corporate Governance Administrator · As a business that specialises in Fund and Corporate Services, our Aztec Aspire trainee programme is key to our success. We recruit the best and over time we will train you up to become one of our leading, fully CGi qualified, Corpora ...
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Financial and Fund Accountant
Found in: Jooble UK O C2 - 2 days ago
Aztec Southampton, United KingdomWith continued growth across the Aztec Group, we're always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career which offers exceptional learning and develo ...
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Payroll And Benefits Administrator
Found in: Jooble UK O C2 - 2 days ago
Aztec Southampton, United KingdomReports to the Payroll Operations Manager · With continued growth across the Aztec Group, we're always on the lookout for bright individuals to join our journey and help support current and future business needs. We are confident that we can provide you with a challenging career ...
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Reward Analyst
Found in: One Red Cent EUR eFC C2 - 1 day ago
Quilter Southampton, United Kingdom Full timeFixed Term Contract Duration - 11 Months · What the Hiring Manager says · This is an exciting opportunity to join Quilter's Reward team on a fixed term basis to cover maternity absence. · Whilst the primary focus of the role will be to support with cash compensation (further d ...
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Senior Project Manager
Found in: Appcast UK C C2 - 6 days ago
AECOM Southampton, United Kingdom ConstructionCompany Description · At AECOM, we're delivering a better world. · We believe infrastructure creates opportunity for everyone. Whether it's improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communiti ...
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Bank Officer
Found in: Jooble UK O C2 - 2 days ago
Aztec Southampton, United KingdomReports to the Bank Account Management Manager · The purpose of this position is to oversee and manage account opening operations across the Group, lead and coordinate teams, and implement effective risk management strategies, ensuring the smooth and compliant onboarding of new ...
Junior Investment Administrator - Southampton, United Kingdom - Front Row Recruitment
Description
Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:
This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent benefits package