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P/T Investment Administrator
Job Posted: a day ago
Salary: £ 55,000 - 55,000 / Annum
Job Type: Permanent
Location: St Albans, Hertfordshire
Expire in: a month
Job Description
PERMANENT P/T INVESTMENT SUPPORT – ST ALBANS - Circa 55k pro-rota
Part-time flexible, possibly around 2 days per week
I am looking for an experienced individual from a wealth management background. Must be willing to also do the admin for our established St Albans based client. They are really busy so need some sort of relevant experienced with the expectations of hands on deck.
Daily duties are likely to involve:-
* Compiling historic CGT reports where the clients who have moved from other providers and there will be a need to consolidate the information and load it onto the software.
* Aiding collection of Fact Find information
* Liaising with SIPP Wrapper companies with regard to Income withdrawals
* Onboarding new clients
* Transfers in - following up, liaising with the firm, the client is moving from
* Helping IM's (Investment Managers) with client documents, putting reports together
In return, what we need from you:-
* Similar experience to the above
* Be self sufficient and work on own initiative.
* Be of a flexible nature to adapt to an ever changing environment
* Experience and knowledge of what period the CGT report is and what a consolidated tax certificate is
So, if you are interested and want an great opportunity, please apply immediately with your cv
Thank you for your interest in this position. It is with regret that we are unable to respond personally to each individual application due to the high volume of cv’s we receive daily. However, your application will be reviewed within a two day working period. If you do not hear from us within this time, you have unfortunately been unsuccessful on this occasion.
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