Job reference: BBBH11720
Type: Contract
Consultant: Emma Hogg
Salary: Negotiable
Location: Edinburgh
Start Date: 12-Mar-2019
Close Date: 09-Apr-2019
Specialism: Client Services / Relationship Management
Sector: Asset Management

Job description:

Core-Asset Consulting's client a global financial services firm is seeking an Instructions Analyst to join their Insurance Clients team and will report to the Insurance Instructions Manager. If you are articulate, with strong communication skills and can draw information from customers and internal teams to ensure all relevant facts are gathered then this role could be for you. This is an initial 3 month contract based in Edinburgh.

Core requirements:

  • Holder or working towards IMC Qualification
  • Relevant experience in an investment management / investment administration role
  • Supportive of colleagues and is willing to share ideas and listen to others
  • Schedules daily work and does not rely on others to prioritise activities
  • Maintains focus on client needs at all times and is flexible when trying to meet and exceed client expectations
  • Explains things clearly whether verbally or in writing and can present to a wide audience using an appropriate style and tone

Core responsibilities:

  • Manage the end to end process for all allocated / responsible Investment Instructions
  • Manage, maintain and archiving for the Insurance Instructions team mailbox, SharePoint and network directory
  • Manage and maintain the Investment Instructions on Salesforce
  • Ensure that Instructions are responded to within agreed SLA timescales
  • Ensure that issues are identified, tracked and errors are investigated
  • Produce KPI reporting from Instructions monthly
  • Provide a quality assurance service to protect the firm from poorly constructed Investment Instructions by pushing back to Insurance clients ensuring that instructions must be clear, unambiguous, and implementable

Job reference: 11720
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.


Emma Hogg
Business Manager – Interim, Temporary & Contract
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