Senior Investment Administrator

2020-01-24 16:00:152020-04-21Job Place
Job TypePermanent, full-time
AreaChichester, United Kingdom
Salary£20,000.00 - £25,000.00, per annum
Start DateASAP
Job RefTF49
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.
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 1000 Lakeside North Harbour
Portsmouth PO6 3EZ

 023 92 690 505

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