We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future
Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Role: Financial Planning Administrator (x3 Vacancies)
Central Administration Unit for Financial Planning responsible for the processing of all business generated by the front office. This includes new and existing business for both individual and corporate clients, providing annual and ad hoc valuations for our clients and recording/matching all income received from product providers and clients for advice given.
To administer new and existing business submitted by the Financial Planning team
Role Specific Tasks:
Skills, Knowledge & Experience Required