Client Service Associate - Investments / Pensions

Jigsaw Financial
London, United Kingdom
£30k - £38k
05 Aug 2022
18 Aug 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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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