Client On-boarding (SIPPs)

Competitive
Permanent
City of London
12 Nov 2019
BBBH746508

Asset Management

A large UK Asset Manager is looking to hire on a permanent basis to be responsible for the oversight of the Client On-boarding and Transfer process.

Key Responsibilities

  • Monitor all stages of the client onboarding process
  • Oversee the transfer process
  • Co-ordinate the onboarding of accounts with custodians
  • Set up of new Bonds and Self-Invested Personal Plan providers
  • Support Fund Managers and assistants
  • Act as points of contact with the front office teams

Key Requirements

  • Must have experience of Self-Invested Personal Pensions onboarding
  • Good understanding of securities
  • Previous experience working in Operations (account opening, SIP, off shore bonds and ISA's)
  • Knowledge of the Crest GUI
  • Accuracy and attention to detail
  • Ability to work unsupervised at times

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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Ryan Kuhn's picture
Consultant | Financial Services Operations, London
London 44 (0)20 7092 0219 | rkuhn@morganmckinley.co.uk