Investment Analyst

Investment Analyst - Guildford, South East England

Ref: 635Tuesday 24 May 2022

£35,000 - £45,000

This is a brilliant opportunity for an Investment Analyst to join a financial planning and wealth management practice with a brilliant reputation. You will provide support to the Client Investment Oversight function and Client Investment Manager.

Responsibilities:

  • Driving the investment switching process and follow up administration to include
  • Following up non-responses from regular client and new money investment reviews
  • Checking regular contributions are linked to template reports
  • Checking phased buys are up to date with model portfolio
  • Checking clients with regular withdrawals have sufficient cash to meet their requests
  • Executing process from client requesting withdrawal, including client verification through to the client receiving their money
  • Reviewing and checking investment switch data
  • Submitting investment switch data to platform provider using peer review wherever possible

Skills:

  • Previous experience within a similar investment role
  • Good knowledge of FCA guidelines
  • Excellent communication skills, both written and verbally
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