Investment Management Administrator
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2025-12-21
Listing for:
Jenson Fisher Consulting Ltd
Full Time
position Listed on 2025-12-21
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
My client are a Global Wealth & Asset Management business with over £20bn AUM and around 300 employees that specialise in providing solutions to HNW & UHNW individuals, families, institutions and charities.
They are now looking for a number of Investment Management Administrators to join their team as their period of growth continues. You will be expected to provide excellent client service to a dedicated selection of private clients and assist with onboarding for new clients too.
Responsibilities Client Onboarding- Supporting clients and intermediaries throughout the onboarding lifecycle, including but not limited to:
- Preparing account opening documentation
- Assisting clients with documentation completion
- Advising clients on Source of Wealth and KYC requirements
- Monitoring progress of account opening and providing regular updates to both clients and client owners
- Communicating with external service providers including but not limited to; third party custodians, pension providers and incumbent custodians
- Assisting in the co-ordination of new assets being transferred into client accounts
- Co-ordination of credit documentation and requirements for mortgage and lending when required
- Completion of simple tax forms when required
- Ensuring that client account opening packs are compliant and up to date when required
- Processing client requests, including but not limited to:
- Withdrawals
- New account set ups
- ISA subscriptions
- Transfers of assets
- Account closures
- Answering ad-hoc queries from clients and their external advisers
- Producing reporting documents for client mtgs using Excel and PowerPoint where required
- Responsible for setup of quarterly valuation letter mailout where required
- Initiating and following to completion various processes
- Requesting documentary evidence and processing changes to client circumstances
- Recording new client assets in centralised pipeline tool
- Maintaining CRM client data as required
- Ensure all key documents on the CRM are up to date and compliant; including but not limited to ATR, Fact Find and DMA
- Assist in the completion of annual suitability reviews
Minimum of 1 year working within a similar support style role within Investment Management or Wealth Management
Some progress towards exams will be advantageous
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