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Investment Support Administrator

Location: EDINBURGH, MIDLOTHIAN Salary: 20000.00 - 23000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: 11 months ago Reference: 3108902
Are you looking to develop your knowledge and skills in financial planning and wealth management?

Do you have experience in an Investment Support role?

If this sounds like you, I have an interesting and rewarding opportunity to work for a well known Financial Planning firm based in Edinburgh on a permanent basis.

You will be responsible for supporting financial advisers and investment managers who deal with high net worth clients. This role offers you the opportunity to work in a professional environment, understanding the wealth management sector in more detail.

• Experience in an Investment Support function
• A good awareness and understanding of risk and compliance issues, for example Know Your Client, Treating Customers Fairly, and Anti-Money Laundering
• A strong commitment to client service and to delivering positive outcomes for clients
• IT literate with an emphasis on Excel and Word
• A knowledge of Advisor Office Software (beneficial, but not essential)

• Compile client investment reports
• Maintain records of clients' investment performance
• Input purchase and sale orders
• Investigate queries raised by clients and IFA's
• Manage and monitor cash levels on the main platform
• Liaise with internal / external stakeholders to process information requests and operational matters
• Participate in project work to deliver business improvements

• Competitive salary
• Fringe benefits including pension plan, flexitime, life insurance scheme
• Training and development opportunities

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