Graduate Private Client Investment Administrator

Graduate Private Client Investment Administrator

Leading Investment Wrap Platform: City of London

£25,000 + Excellent Package including Bonus and Overtime

This is an excellent opportunity for individuals with a strong Investment background, gained from within the Retail Investment, Financial Services or Financial Advisory industries (experience of PEP, ISA, Unit Trust, SIPP or OEIC`s) to join the Client Services team of this expanding Wrap Platform. You will be responsible managing the day to day relationships with Financial Advisors, 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.

To be successful in this role, you should have had at least 6 months experience in an investment or IFA orientated role. You should have had experience of working with Private Client Investment products from either the Private Banking, Investment Management, Fund Management, Financial Advisory or Fund Supermarket industries. Excellent communication skills are a must as is a strong educational background. Above all, you should be looking for a role in which you can further develop your career within the Investment industries.

For more information, please contact Edward Groves