Portfolio Administrator

Job Role: Portfolio / Investment Administrator

Industry: Investment Management

Location: London

Salary: Up to £40,000 (flexible for highly experienced candidates)

Job Reference: 10436

Recruit UK is supporting an excellent financial services firm with a hire for their London office. They’re looking to hire an experienced Investment / Portfolio Administrator to join their team.

This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support.

Key Responsibilities

• Act as PoC for complex technical queries from clients, IMs, and IFAs
• Assist with client and introducer queries via phone and email
• Support with opening and maintaining client portfolios
• Process payment instructions, asset sales, and verification call-backs
• Update client KYC information and process account amendments
• Support the Senior Investment Administrator/s with work allocation and checking activities

Benefits

• Salary up to £40,000 (DoE)
• 6% Employer pen...