Senior Investment Administrator

2020-01-24 16:00:152020-04-21Job Place
Job TypePermanent, full-time
AreaChichester, United Kingdom
SectorLegal
Salary£20,000.00 - £25,000.00, per annum
Start DateASAP
Job RefTF49
Description
Job Place is working in partnership with a full-service firm of Solicitors in Chichester for the permanent recruitment of a Senior Investment Administrator.

Working within the investments and wealth administration department of this long established and highly respected Law Firm, the Senior Investments Administrator will be supporting three Private Client Investment Managers full operational and administrative support.

Key Responsibilities Include
Client Investment Administration Day to day running of the department Preparation of half year investment reports and statements Preparation of client meeting packs Producing up to date valuations Issuing forms of authority Client contact (telephone and email) Compliance Assisting with client reviews, occasionally on client premisesThe firm advises a wide range of private clients, including Personal Injury Trusts, Attorneyships, Court of Protection, retirement and care fee planning, so a sympathetic and positive approach to clients at all times required.


To succeed in this role, you must have
Previous wealth management administration experience Intermediate knowledge of MS Office Suite (Word/Excel and Outlook) Preference will be given to candidates with relevant qualifications.This Legal Practice offers a host of benefits, including pension, insurance and health care plus free parking and an extremely competitive salary, commensurate with experience and qualifications.
Apply Later
Sign in
Register
Apply
Later
Similar Jobs
  • Paralegal
    United Kingdom, Any, Portsmouth
    Legal
    £20,000.00 - £25,000.00, per annum

    Job Place is representing this long-established firm of solicitors in Portsmouth for the recruitment of an experienced Family Law Paralegal.

    This is a permanent position working in an expanding Law Firm on a permanent basis.
     
    The company offers a competitive salary...
  • Conveyancing Paralegal
    United Kingdom, Any, Whiteley
    Legal
    £20,000.00 - £25,000.00, per annum

    Job Place has an immediate requirement for experienced residential conveyancers for a full service law firm in Fareham.

    This is an extremely busy role working within the shared ownership team of a conveyancing specialists on a full-time basis.  Dealing with all aspects of conveya...
  • Conveyancing Support Exec
    United Kingdom, Any, Whiteley
    Legal
    £15,500.00 - £16,000.00, per annum

    Job Place has been instructed by our legal client to recruit for a Conveyancing Support Executive on a permanent and full-time basis.

    This is a front-line role dealing with enquiries from potential customers and existing clients that have a need for a solicitor to undertake residentia...

 1000 Lakeside North Harbour
Portsmouth PO6 3EZ

 023 92 690 505

 info@job-place.co.uk

We use cookies to provide you with the best possible browsing experience on our website. You can find out more below.
Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.
+Necessary
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
ResolutionUsed to ensure the correct version of the site is displayed to your device.
essential
SessionUsed to track your user session on our website.
essential
+Statistics
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Google AnalyticsGoogle Analytics is an analytics tool to measure website, app, digital and offline data to gain user insights.
Yes
No
Lead ForensicsLead Forensics is B2B software for turbo-charged lead generation.
Yes
No

More Details