you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management, however this is not essential... administrator. This work will cover all aspects of administration of the accounts, from opening, working with investment managers...
QuilterCompany Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group... here: and Job Description What will you be doing? To provide full administrative support to Financial Planners, ensuring client satisfaction through direct...
Evelyn PartnersMy client is currently looking an experienced SIPP Administrator to join their team in Edinburgh. THE ROLE: Process... SIPP transfer out requests Process new business applications through to completion Complete transfers in and investment...
IDEX Consultingand Markets is an emerging markets-led, financing-focused business that provides investment and financial solutions. Through... is maintained. The jobholder will also assist in maintaining client relationships, and other external parties such as Fund Managers...
HSBC