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Senior Investment Operations - Wealth Management - £Exc

Our Client, a privately owned financial planning and discretionary investment management house, who are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions are currently recruiting for an experienced Middle Office Operations candidate to join their dynamic and fast paced team.

Roles & Responsibilities

  • Day-to-day dealing operations, order execution, trade settlements, risk management, corporate actions, trade reconciliations and fund reporting to ACDs.

  • Knowledge of investment products ISAs, GIA’s & wrapped products.

  • Ensuring client accounts are invested according to the agreed model portfolio(s) (to within acceptable tolerance), on both the inhouse platform as well as external platforms.

  • Ensuring compliance with industry regulations and internal policies to maintain the integrity of trading operations.

  • Play a critical role in ensuring the smooth and efficient execution of trades, managing risks, and contributing to the overall success of the Asset Management business.

Experience & Qualifications

  • The successful candidate will be delivery orientated and a well-organised individual.

  • To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.

  • IOC or CII qualifications are preferable.

  • Knowledge of investment products ISAs, GIA’s & wrapped products.

  • Proactive approach to work.

  • Experience of challenging the status quo in respect of processes.

  • A strong passion for delivering excellent, high quality service.

  • A self-starter, who owns their development journey.

  • Positively contribute to the team morale and energy - be a great team player.

To hear more about this exciting opportunity, please contact Karen Consalvi on 020 7847 8874 or email your CV to karen@meredithbrown.com

Ref: KC945748

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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