To effectively manage the ongoing administration of externally managed investment portfolios, including the opening and closing of accounts, managing payments in and out, processing withdrawal requests, ensuring records are accurate and up to date, and responding to queries, maintaining quality and integrity at all times.

Professional and timely communication with policyholders, financial advisers, and external managers is fundamental to this role.

Key Responsibilities

Work Management & Prioritisation

• Able to meet targets and goals with accurate results.
• Maintain high levels of accuracy including when under pressure, within agreed service standards.
• Flexible and adaptable to changing priorities.
• Proactive and keen to learn new tasks, developing knowledge and responsibilities.

Team Work

• Collaborate regularly with colleagues to discuss progress, prioritisation and issues arising, maintaining a positive can-do attitude.

Personal Ownership & Self-Development

• Use initiative to seek solutions to problems, and to develop understanding of systems and processes.
• Recognise and engage with personal development opportunities.

Integrity & Focus on Customer Outcomes

• Act honestly, truthfully and fairly at all times, maintaining that our values are at the heart of what we do, and our customers are why we do it.

Key Requirements

• Minimum of 1 year’s experience in Financial Services.
• Excellent knowledge of Microsoft Office applications (i.e. Word, Outlook, Excel & PowerPoint).
• Excellent literacy, numeracy, planning and communication skills.
• Experience dealing with external parties such as fund managers, custodians and financial advisers.
• Proactive mentality towards learning new tasks, change initiatives and ownership of personal development.
• Strong sense of personal responsibility and desire to understand “why” something is being done.
• Able to adapt and organise work to meet deadlines and targets.