Private Client Investment Management Company
Fareham, Southampton, Hampshire
up to £24K plus benefits
Our client is a discretionary investment management company, providing investment management services and financial planning solutions to private clients.
They are a successful, privately owned, LLP, with 3 offices in the UK, a channel islands regulated subsidiary and one on-shore and two off-shore fund entities.
The firm has a fast moving, fast growing, dynamic and challenging culture but also one where everyone feels part of the team and where they can have fun.
We are recruiting an Operations Analyst.
The role will report to the Head of Operations and the key areas of responsibility are as follows:
·Completing regular tasks such as booking trades, making payments and supporting client reporting
·Respond to client and internal enquiries in a professional manner
·Manage and manipulate data to ensure core systems are correct
·Supporting a busy and dynamic operations team
The successful candidate will be a delivery orientated and well organised individual. The successful candidate will have:
·A general interest in the investment industry e.g. knowledge of basic concepts such as an equity or an ISA but no direct experience of working in wealth management is necessary.
·Attention to detail and a real focus on accuracy
·Experience of using Microsoft Excel (Access would be advantageous)
·Strong numeracy skills
·Desire to work hard and succeed in a busy environment
·Strong team player
£20,000-£24,000 per annum depending on experience, 28 days holiday, income protection and death in service of 4 times salary.