At a Glance
- Tasks: Administer client portfolios, maintain records, and deliver accurate valuations.
- Company: Raymond James, a leading financial services firm with a focus on teamwork.
- Benefits: Competitive pay, professional development, and a supportive work environment.
- Other info: Fixed-term contract with opportunities for growth in the finance sector.
- Why this job: Join a dynamic team and make a real impact in client service and compliance.
- Qualifications: Strong numerical skills and attention to detail required.
The predicted salary is between 31500 - 38500 £ per year.
Raymond James is seeking a Valuations Administrator within Portfolio Services on a fixed-term contract.
You will support accurate administration of client portfolios, maintain records, process actions, and deliver valuations and reporting to service clients.
The role sits in the Investment Operations team requiring strong numerical skills, attention to detail, and collaborative teamwork to ensure high service standards and regulatory compliance.
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Portfolio Valuations & Records Specialist in London employer: Charles Stanley
Raymond James Wealth Management is an exceptional employer that fosters a collaborative and supportive work culture, particularly within the Intermediary Partnerships Support team. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while contributing to meaningful client outcomes. Located in a dynamic financial services environment, the company prioritises employee well-being and offers a range of resources to enhance job satisfaction and performance.
