Senior Investment Administrator
3 weeks ago
Investment Administrator
A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
Pre-client meeting preparation including production of new client paperwork, valuations, and performance summaries.
Monitoring of new account openings to ensure cases are submitted and handled appropriately whilst keeping the Investment Manager and client informed.
Handling telephone inquiries from third parties and clients regarding their portfolios and accounts.
You will have experience as an administrator working with either a specialist investment house or financial adviser.
You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress.
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Exeter, Devon, United Kingdom Hawksmoor Investment Management Full timeAdministrator – Investment Management Team – Exeter / Hybrid Looking for a varied investment / administration role that will keep you busy and challenged? Fascinated by Finance and looking for a career in a growing company? If you’re a natural with numbers, IT, and system savvy, and surprisingly good with spreadsheets, then this could be the perfect...
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Senior Investment Administrator
4 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Full timeJob Description Investment Administrator A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. The Investment Administrator role is required to assist Investment Manager(s) in providing investment management...
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Senior Investment Administrator
4 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Ltd Full timeInvestment Administrator A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or...
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Senior Investment Administrator
3 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Full time €23,000 - €25,000Investment Administrator A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with the Investment Managers to ensure the department functions effectively and efficiently. You will be required to assist Investment Managers in providing investment management services and advice to a range of private...
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Senior Investment Administrator
3 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Full time €23,000 - €25,000Investment Administrator A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with the Investment Managers to ensure the department functions effectively and efficiently. You will be required to assist Investment Managers in providing investment management services and advice to a range of private...
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Senior Investment Administrator
4 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Full timeInvestment Administrator Exeter A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with the Investment Managers to ensure the department functions effectively and efficiently. You will be required to assist Investment Managers in providing investment management services and advice to a range of...
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Senior Investment Administrator
3 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Full time €23,000 - €25,000Investment Administrator Exeter A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with the Investment Managers to ensure the department functions effectively and efficiently. You will be required to assist Investment Managers in providing investment management services and advice to a range of...
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Investment Administrator
3 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Ltd Full timeA Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range...
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Investment Administrator
3 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Ltd Full timeA Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range...
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Graduate Investment Assistant
2 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Full time €23,000 - €25,000Investment Administrator Exeter - 12-month Fixed Term Contract A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. The Investment Administrator role is required to assist Investment Manager(s) in providing...
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Graduate Investment Assistant
2 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Full time €23,000 - €25,000Investment Administrator Exeter - 12-month Fixed Term Contract A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. The Investment Administrator role is required to assist Investment Manager(s) in providing...
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Graduate Investment Assistant
1 week ago
Exeter, Devon, United Kingdom Heat Recruitment Full time €23,000 - €25,000Investment Administrator Exeter - 12-month Fixed Term Contract A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. The Investment Administrator role is required to assist Investment Manager(s) in providing...
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Graduate Investment Assistant
1 week ago
Exeter, Devon, United Kingdom Heat Recruitment Full time €23,000 - €25,000Investment Administrator Exeter - 12-month Fixed Term Contract A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. The Investment Administrator role is required to assist Investment Manager(s) in providing...
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investment Assistant
3 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Ltd Full timeOverview A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. What You Will Do The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or...
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investment Assistant
3 weeks ago
Exeter, Devon, United Kingdom Heat Recruitment Ltd Full timeOverview A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. What You Will Do The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or...
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Senior Financial Services Administrator
2 weeks ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time €40,000Up to £40k DOE | Exeter | Hybrid Join the next generation of Financial Planners as a Senior Financial Services Administrator! This role providessupport to financial planners and their clients by compiling research, writing suitability reports and answering technical queries. Responsibilities include: To have a thorough understanding of the...
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Senior Financial Services Administrator
2 weeks ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time €40,000Up to £40k DOE | Exeter | Hybrid Join the next generation of Financial Planners as a Senior Financial Services Administrator! This role providessupport to financial planners and their clients by compiling research, writing suitability reports and answering technical queries. Responsibilities include: To have a thorough understanding of the...
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Senior Financial Services Administrator
1 week ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time €40,000Up to £40k DOE | Exeter | Hybrid Join the next generation of Financial Planners as a Senior Financial Services Administrator! This role providessupport to financial planners and their clients by compiling research, writing suitability reports and answering technical queries. Responsibilities include: To have a thorough understanding of the...
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Senior Financial Services Administrator
2 weeks ago
Exeter, United Kingdom Brook Street Full time**Senior Client Services Administrator, Exeter** We are exclusively partnered with an award-winning Chartered Financial Planners and Discretionary Fund Managers based in Exeter. The firm prides itself on giving clients a unique experience and have a fantastic working culture! They are committed to providinga complete bespoke wealth management service built...
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Senior Ifa Administrator
2 months ago
Exeter, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title - Senior IFA Administrator** **Location - Exeter** **Salary - £27,000 - £32,000** Capio Recruitment is working with a growing independent financial planning firm on an exciting opportunity for an Senior IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of...