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Job Purpose:
You will be responsible for actively supporting a team of investment managers in their daily business across wide-ranging administrative and organisational functions, especially the recording of suitability requirements. Providing an accurate and efficient service is key in maintaining strong relationships between investment managers and clients.
This is a non-regulated position where the primary role lies in assisting with the administration of client records, handling client queries and liaising with the Operations department. Whilst you will be involved in assisting with the management of client relationships, this role is an administrative one.
Key Areas of Responsibility:
Qualifications & Experience:
Educated to GCSE or equivalent level including Maths and English. A levels are preferable additional qualifications.Whilst not essential an industry recognised qualification such as an Investment Operations Certificate would be an advantage.Experience of working in a similar environment is preferable as is a general understanding of the stock market and investment operations.
Knowledge & Skills:
Our focus on clients has endured since the foundation of Charles Stanley in 1792, a heritage that has helped to make us one of the UK’s leading wealth management firms. Having retained the long-term advantages of being independently owned, our interests lie with you and not others.
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