Operations Professional Financial Services

Cornwallis Elt Ltd
25000.00 - 30000.00 GBP Annual
14 Oct 2016
21 Oct 2016
Contract Type
Full Time
Operations Professional

Our client is a well-established asset/wealth manager based in London. They have an opportunity for a financial services operations professional, (ideally a second jobber), to join their business. This person will be based within their operations area and work closely with their Senior Inheritance Tax Specialist.

ISA Transfer - Wealth Management - Investment Administration - Inheritance Tax - Capital Gains Tax - CGT - Account Opening - Account Closures - Valuations - Investment Adviser Liaison - Client Services - Fee Processing

Key Responsibilities:
  • On boarding of new Accounts
  • Deceased Maintenance
  • Communicating to Investment Advisors
  • Valuation enquiries
  • Closures request
  • ISA transfers
  • Setting up Online Account and dealing with queries
  • Capital gains Tax (CGT) Daily running
  • Daily Price Fee upload
  • Fee Processing
Key Skills
  • Previous exposure to similar roles within a wealth management would be advantageous. financial services experience is essential.
  • Accuracy and attention to detail
  • Ability to meet deadlines, both intra-day and periodic
  • Good relationship building skills
  • Ability to work on projects in a team or individually
  • Good verbal communication skills
This is an opportunity for the successful candidate to progress their career within an organisation with an excellent reputation and tradition and to work in a varied and diverse role. They also offer a competitive salary and benefits package. We look forward to receiving your application.

Cornwallis Elt is an Employment Agency and has been listed 3 times in The Sunday Times Virgin Fast Track 100 of the UK`s fastest growing private companies, as well as in the Recruitment International Top 250, Top 50 in IT and the Recruiter Fast 50.

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