My client is a leading provide of investment services with an impressive track record of growth and currently $725 million in assets under management.
This role is to join their busy Asset Transfers team where you will ultimately be responsible for the transfer of tax efficient accounts (ISAs, pensions and bonds); general investment accounts and queries relating to the transfer and re-registration of client assets. You will also deal directly with clients / wealth managers with general queries, corporate actions processing and ad hoc project work.
I am specifically looking for someone with 2-3 years direct asset transfers experience and a good working knowledge of retail financial products and services, investment management or stockbroking operations.
My client can offer a really positive working environment and culture and are passionate about developing and retaining talent and are looking for someone who can really grow with the business.
Other personal attributes:
Charles Levick Limited are a leading global financial recruiter providing innovative solutions across Capital Markets, Financial and Professional Services organisations. Founded in 2008, Charles Levick is privately owned and operates from offices based within the City of London and New York.
A truly independent company with a global reach, we pride ourselves on delivering honest and intelligent guidance developing long term sustainable relationships. Our breadth of expertise and services allow us to deliver solutions across our sectors ranging from junior analyst through to C-Suite requisitions, all delivered with exceptional levels of attention to detail and service that have helped us to grow into the organisation we are today.
We have managed to build an enviable reputation partnering a diverse range of large and small organisations initially within London, but now globally, actively supporting clients across Europe, Asia and the US. With decades of experience, we have been able to develop a substantial knowledge of our markets as well as building loyal relationships with our clients and candidates.
Our business is devised of 5 core areas of specialisation: