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Private Client / Wealth Management Operations Support

Client Services Jobs, Operations Jobs, Middle Office Jobs
Job Type:
Salary Description:
£ 35-45,000 + Bens
Start Date:
Job Ref:

Respected Wealth Manager based in the heart of the City is seeking additional support for both their Advisory and Discretionary Client Wealth desks.
Working directly with the Investment Managers, those appointed will provide support for the investment staff in the day to day completion of their role. Key duties will be to respond to queries and prepare information for investors and key contacts under the guidance of qualified staff, establish and maintain records of transactions, holdings and general correspondence, ensure that all documentation required for the opening of client accounts from a Money Laundering and Compliance perspective is received, transmitted and stored, correspond with and assist clients with appropriate notices and information, assist with and complete administrative requirements for placings and release trades in the Portfolio system in line with instructions and in accordance with FCA registration and in accordance with the Company’s internal Execution Policy.
Applications are invited from individuals who can demonstrate proven experience in investment operations support ideally from a private client, wealth management or similar environment along with a willing, flexible and robust manner who want to work in an open plan office where team working is the mainstay.

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