Client Service Associate - Investments / Pensions

Recruiter
Jigsaw Financial
Location
London, United Kingdom
Salary
£30k - £38k
Posted
06 Jul 2022
Closes
04 Aug 2022
Ref
15720006
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
.
The Role

Building and developing relationships with IFA's / advisers / wealth managers

Dealing with adviser enquiries relating to their client's investment portfolio

Processing ISA, Unit Trust, Equity, Pension, OEIC, ETFs etc. transfers

Processing new business applications and working with additional business

Administering portfolios and actioning buys and sells

Ensuring that all transactions are executed and recorded on time

Delivering on projects with internal and external stakeholders

.
Skills / Experience

A strong understanding of investment and/or pension products in the UK is essential

Client focussed, comfortable speaking with client at all levels and building relationships

Good knowledge of operational processes with an investment ops environment

Ideally 1 years experience in Financial Services - ideally client services or operations

Educated to A-level standard as a minimum

IOC/CF/IMC qualifications would be an advantage.

Excellent administration, communication and organisational skills

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