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Portfolio Administrator

Recruit UK
Job LocationGlasgow
EducationNot Mentioned
Salary£28,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeTemporary, full-time

Job Description

A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow,offering a 12-month fixed term contract with a salary up to £30,000. This position is pivotal in supporting the administration of client accounts, ensuring a smooth operation for the client journey.Key Responsibilities:

  • Provide administrative support to enhance team operations and client experience.
  • Manage client accounts throughout their lifecycle, ensuring accurate and timely administration.
  • Perform client onboarding, complete AML checks, open and amend client accounts, and maintain accurate client documentation.
  • Process client queries and liaise effectively with Investment Managers and Advisers.
  • Update internal systems and dispatch client documentation as required.
  • Support the team by handling inbound client calls and communicating effectively across departments.
  • Ensure compliance with internal, regulatory, and CASS frameworks, promptly addressing any concerns.
Qualifications & Experience:
  • Previous experience in a similar role within Financial Services is preferred but not essential.
  • Minimum GCSE (or equivalent) in English and Maths at grade C or above.
  • Proficiency in MS Office, particularly Excel.
  • Strong organisational skills and a methodical approach to work.
  • Excellent written and verbal communication skills.
  • Understanding of the regulatory environment and familiarity with financial products and services.
This role is an excellent opportunity to grow professionally and contribute to the success of a dynamic team. If you meet the requirements and are looking for a challenging role, please submit your application today.Location: GlasgowSalary: Up to £30,000 per annumContract: 12-month fixed termREF: 9023Required skills
  • Administrative
  • Administrative Support
  • AML
  • Investment Management
  • Wealth Management
  • CASS
  • Client Accounts

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