Portfolio Assistant - Recruit UK : Job Details

Job Title: Portfolio Assistant

Location: Cambridge

Salary: Up to £27,000

REF: 9469

Job Description:

Recruit UK is recruiting for an administrator to join a thriving wealth management firm based in Cambridge.

This firm is well-established and award-winning, they’re recognised within the Wealth Management profession, and have a reputation as a great employer that always puts their employee's successes and development needs first.

Our client is looking for someone that is ambitious, has accuracy and has strong communication and organisation skills. In return they will give you full training and a supportive working environment.

Duties will include:

· Manage client portfolio records

· File documentation

· Liaise with Investment Managers

· Communicate with data providers to ensure accuracy on feeds

· Verify and adjust stock records

· Process corporate events in timely manner

· Capital gains tax calculations

· Maintain clients performance records

· Ensure ISA eligibility

· Ensure relevant training is completed to develop knowledge and skill

· Arrange probate valuations for the IMs

Benefits:

· Salary up to £27,000

· 24 days annual leave with an additional day for each year’s service

· Generous pension scheme

· Health insurance and private medical insurance (including for family)

· Life assurance

· Season ticket loan for your travel

· Flexible benefits

Skills and experience required:

· Strong administration and communication skills

· Ideally a Graduate with an interest in Investments

· Professional, meticulous with a keen eye for detail

· Strong organization and numeracy skills

· Experience with Microsoft office

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established wealth management firm based in Cambridge.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you