Job Description

You will assist in the production of investment proposals, providing clients and/or their agents with information and reports about their portfolio.

You'll will ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures, ensuring all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information is maintained.

You will answer phone calls, and deal with queries from clients and intermediaries, taking appropriate messages. You'll ensure new accounts are opened in a timely and accurate manner and will assist in the quarterly distributions of valuations for the entire client base as well as the yearly distribution of tax packages.

You'll process client payments, manage administration of deceased accounts and arrange portfolio transfers. You'll prepare reports, correspondence and other relevant documentation including Investment Proposals.

You will also carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base.

Required Knowledge, Skills, and Abilities

• You'll have experience within financial services and a financial qualification such as QFA.
• You'll be commercially astute with excellent communication and presentation skills, able to engage and influence at all levels across the business and the wider organization.
• You'll have confidence, drive, energy, resilience and tenacity to deliver success in a challenging business environment.
• You'll need excellent attention to detail skills, handling tasks with thoroughness and accuracy, as well as strong communication skills including the ability to listen effectively with a concise writing style.
• You'll be able to effectively balance priorities to meet agreed deadlines for the Investment Manager. Demonstrating flexibility to adapt to changing business needs, and will treat colleagues with professionalism and respect.
• You'll understand consequences of decisions and follow instructions, able to acknowledge and learns from mistakes with a willingness to learn.
• You will assist the team in developing and maintaining appropriate internal and external business relationships.