Wealth Management - Account Opening & Transfers Analyst

Elliott James Consulting Limited ,
London, Greater London
More Details
Salary: Up to £55,000 per annum Plus bonus and benefits

Overview

Overview of the Firm : We are a rapidly growing FinTech business that is re-defining how individuals and families connect and engage with their money. We provide our users with control over their personal finances, enhancing their ability to achieve their financial and life aspirations. We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The firm is backed by some of Europe's leading investors. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management. Having started to take on customers in Q4 2018, the business is already starting to generate substantial revenues. We are looking to hire an exceptional Analyst with a strong interest in the FinTech sector and a desire to be part of a dynamic, collegiate and ego-free culture. Main Responsibilities: · Monitor and reconcile client portfolios and assets. · Contribute to the development of the firm's proprietary systems and processes. · Lead and manage the client onboarding life cycle. · Initiate and manage the account transfer process, including ISAs, SIPP and general investment accounts. This would include creating and maintaining third party relationships to drive the entire process from start to finish. · Respond to client queries relating to the account opening and transfer process. Experience Required: · 2 years' experience in a relevant financial industry role. · Experience dealing with retail onboarding and account transition is essential. Technical Skills: · Proficient in Excel, PowerPoint, Google Sheets and Google Slides · Outstanding time management skills. · Experience working with multiple providers and industry processes. · Experience managing and working with a young and dynamic team, but not essential. Personal Characteristics: · Strongly motivated and sets demanding standards for personal excellence. · Inquisitive and eager to continuously improve and learn, particularly in the fields of macro-economic trends / investment management / portfolio construction / personal life and financial planning / socio-economic impact · Effective collaborator with other team members · Independent thinker · Inquisitive, eager to improve and learn · Confident being part of a small team that is building a business · Confident of taking on challenges that have not been tried before · Non-hierarchical and ego-free · Communicates rapidly, openly, inclusively and efficiently · Structured thought process and clear communication Location: Central London Remuneration Package: · Highly competitive salary. · 25 days holiday plus Bank Holidays. · Your choice of equipment. · Fun office environment and office dog (Molly). · Regular team events where we celebrate our successes. · Exceptional team of experienced and motivated individuals from a range of industries. · Be part of our mission to transform how individuals think about and manage their financial life. This job was originally posted as www.totaljobs.com/job/89700460

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