Portfolio Administrator

A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract with a salary up to £30,000. This position is pivotal in supporting the administration of client accounts, ensuring a smooth operation for the client journey.

Key Responsibilities:

• Provide administrative support to enhance team operations and client experience.
• Manage client accounts throughout their lifecycle, ensuring accurate and timely administration.
• Perform client onboarding, complete AML checks, open and amend client accounts, and maintain accurate client documentation.
• Process client queries and liaise effectively with Investment Managers and Advisers.
• Update internal systems and dispatch client documentation as required.
• Support the team by handling inbound client calls and communicating effectively across departments.
• Ensure compliance with internal, regulatory, and CASS frameworks, promptly addressing any concerns.

Qualifications & Experience:

• Previous experience in a similar role within Financial Services is preferred but not essential.
• Minimum GCSE (or equivalent) in English and Maths at grade C or above.
• Proficiency in MS Office, particularly Excel.
• Strong organisational skills and a methodical approach to work.
• Excellent written and verbal communication skills.
• Understanding of the regulatory environment and familiarity with financial products and services.

This role is an excellent opportunity to grow professionally and contribute to the success of a dynamic team. If you meet the requirements and are looking for a challenging role, please submit your application today.

Location: Glasgow

Salary: Up to £30,000 per annum

Contract: 12-month fixed term

REF: 9023