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Client Services Associate - Investment Platform - City, London, United Kingdom, EC1A2


Client Services Associate - Investment Platform

Leading Private Client Investment Platform - City of London

£29300 + Excellent Package including Excellent Bonus (20%)

This is an excellent opportunity for individuals with a strong Investment background, gained from within the Investment Platform market to join the Client Services team of this expanding Investment Platform.

Your responsibilities will include:

  • Managing the day to day relationships with Financial Advisors (IFA's), Private Banks, Investment Managers and Intermediaries on the technical administration of investment portfolios.
  • This will include working on a variety of Investment Vehicles, including SIPP, ISA, PEP, Unit Trust and OEIC products.
  • Detailed technical Portfolio Administration
  • Liaison with technical specialists and departments including Compliance and Back Office teams.

To be successful in this role, you should have had the following experience:

  • At least 1 Years' experience working for an Investment Platform, Wealth Manager, IFA or similar Retail Financial Services provider
  • Knowledge/understanding of SIPP's/ISA's/Unit Trusts/OEICS etc.
  • Excellent communication skills are a must as is a strong educational background - ideally degree level.

Above all, you should be looking for a role in which you can further develop your career within the Investment industries.

In return, our client offers:

  • Starting Salary of £29300 + Benefits + 20% Bonus
  • Excellent training opportunities, including exam sponsorship
  • Meritocratic, flat structure & excellent working environment
  • Excellent opportunity for those looking to relocate to London to make more use of their Platform experience

For more information, please contact Edward Groves