logo for Oval Recruit

Client Support - Investment/Wealth Management - Croydon, London, United Kingdom, CR0


Client Support - Investment/Wealth Management

Rapidly Expanding Operation, New Investment Platform, Based Croydon

£30,000 + Excellent Package & Guaranteed Bonus - Opportunity to Develop a Career in Investment

This is an excellent opportunity for individuals with a proven background of working within the Private Client, Financial Advisory, Pensions, Wealth Management or Retail Investment market in a Client orientated Support role to join a newly created UK Private Client Investment Platform in their Croydon base office. You will be responsible for:

  • Working closely with Intermediaries, Wealth Managers and Private Banks on a range of Client Investment Portfolios.
  • Transfer of investment portfolios including liaison with Intermediaries
  • Handle all Investment Administration within the portfolios, including transfers, client contact and day to day valuations
  • Processing ISA, SIPP, Unit Trust, Equity and Offshore Bond business
  • Manage day to day relationships with Intermediaries and Client representatives
  • Above all, an excellent opportunity for individuals looking to develop their career in the Investment industry

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

  • At least 2 years Financial Services experience, gained from within Investment, Pensions, Financial Advisory or related Business Areas
  • Strong educational background, with good English and Maths
  • Excellent communication skills
  • A desire to further develop your career within the London Investment market and take further qualifications

In return, our client offers:

  • Excellent Working environment, including full training programme
  • Basic salary of £30,000 + Excellent Benefits Package and guaranteed Bonus

For more information, please contact Edward Groves