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| Job Location | London |
| Education | Not Mentioned |
| Salary | £25,000 - £28,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
Opportunity: An exciting opportunity for a graduate with a keen interest in personal wealth management to join a growing, collegiate, ambitious and hardworking team. Support through agreed financial planning qualifications is available and strongly encouraged.Role: Portfolio Manager sought to provide financial administration support to clients of Heronsgate Capital. Role would suit graduate with demonstrable interest in personal wealth management, or individual with one or two years experience in a similar role.Qualifications: Minimum 2:1 at degree level. Must be highly numerate and have extremely strong written English skills. Experienced user of Microsoft Word and Excel. Prior experience of using XPlan or similar CRM system would be advantageous.Skills: Role holder will be personable, highly organised and draw upon excellent time management and communication skills.Tasks:· Portfolio Reviews: To ensure that they are completed as per service commitment· Client Meetings: Prepare briefing and accurate meetings pack in good time for meetings· Client Meetings: Attend client meetings as required by telephone or video conference· Client Meetings: Write client meeting notes, where attending meeting.· Portfolio Valuations: Check the accuracy of all valuations produced for clients· Portfolio Valuations: Check the accuracy of all covering letters and help draft bespoke client specific letters· Portfolio Valuations: Check the accuracy of the valuations for paper accounts.· Do all assigned actions within agreed timeframes.· Daily monitoring of portfolios and control log updates.· Undertake ad hoc administration on portfolio as requested.· Observe and comply with the FCA Conduct Rules applicable to your role.Heronsgate Capital are an Equal Opportunities Employer. Required skills
Keyskills :
Organisational Skills Professional Suppt Written Communication Highly Detailed Highly Numerate