Information:

This job has been filled.

Job Vacancy Details

Investment Assistant

Wealth Management

London

Permanent ⁄ £32000 - £35000

Updated July 3, 2008

Providing assistance to the Investment Director in the servicing of the client base consisting of Private Clients and Trusts.
Responsibility for
• Liaising with the clients and executing deals.
• Regular liaison with the Dealers and the Back Office on the settlement of deals.
• The vetting and assessment procedure of new clients and all administration involved in the setting up of the new client accounts.
• Maintaining knowledge of ongoing legal & regulatory changes and variations to internal procedures.
• Undertaking day-to-day administrative duties, including but not limited to, telephone and postal queries.
• The distribution of the year-end packs to clients and other third parties.
• Organising and implementing any new ISA contributions and ensuring plans remain within the legal requirements on an ongoing basis.
• The weekly monitoring of portfolio cash balances and addressing any debit balances.
• Checking the half-yearly portfolio management charges.

Who we're looking for
The successful candidate must have:
• A demonstrable interest in financial markets
• Proven experience in Investment Management
• Strong interpersonal and communication skills.
• A proven record of working in a team
• A flexible approach to working
• Evidence of being self-motivated
• Knowledge of current Tax legislation
• Be IT literate

About our client
Leading Wealth Management firm based in London

What's on offer
Competitive package

Michael Page Contact
For further info, apply or phone on 020 7645 1450. Job Ref: 12992260
Your application will be sent to Nikki Fleming.