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