Investment Administrator

Found in: beBee S GB - 2 weeks ago


Manchester, United Kingdom Heat Recruitment Ltd Full time

Investment Administrator
Manchester
Basic to £40,000 plus excellent package

Overview:
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 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.

* Assisting with the client onboarding process which includes pre-populating application forms, transfer forms, and producing suitability reports.

* 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.

About You:

* You will have a minimum of 18 months experience as an investment focused 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.

* Knowledge of Financial Services and the FCA.

* Good attention to detail and accuracy

* It is preferable that you are CISI level 3 qualified or above.

* It is essential that you already live within commuting distance of Manchester


  • Investment Administrator

    Found in: Whatjobs ES C2 - 7 days ago


    Manchester, United Kingdom Heat Recruitment Ltd Full time

    Investment AdministratorManchesterBasic to £40,000 plus excellent packageOverview: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 Administrator

    Found in: Talent UK 2A C2 - 1 day ago


    Manchester, United Kingdom Heat Recruitment Full time

    Investment Administrator - Greater ManchesterBasic c£40,000 plus excellent packageCompanyA highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester City Centre with the addition of a further experienced investment administrator.RoleYou will be responsible for providing the...


  • Manchester, United Kingdom Heat Recruitment Full time

    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...

  • Investment Administrator

    Found in: Jooble UK C2 - 1 day ago


    Greater Manchester, United Kingdom Heat Recruitment Full time

    Investment Administrator - Greater Manchester Basic c£40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester City Centre with the addition of a further experienced investment administrator. Role You will be responsible for...

  • Investment Administrator

    Found in: Appcast UK C C2 - 1 day ago


    Greater Manchester, United Kingdom Heat Recruitment Full time

    Investment Administrator - Greater ManchesterBasic c£40,000 plus excellent packageCompanyA highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester City Centre with the addition of a further experienced investment administrator.RoleYou will be responsible for providing the...

  • Investment Administrator

    Found in: Appcast UK C2 - 1 day ago


    Greater Manchester, United Kingdom Heat Recruitment Full time

    Investment Administrator - Greater ManchesterBasic c£40,000 plus excellent packageCompanyA highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester City Centre with the addition of a further experienced investment administrator.RoleYou will be responsible for providing the...


  • Greater Manchester, United Kingdom Heat Recruitment Full time

    Investment Administrator - Greater Manchester Basic c£40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester City Centre with the addition of a further experienced investment administrator. Role You will be responsible for...

  • Investment Administrator

    Found in: Appcast Linkedin GBL C2 - 20 hours ago


    Greater Manchester, United Kingdom Heat Recruitment Full time

    Investment Administrator - Greater ManchesterBasic c£40,000 plus excellent packageCompanyA highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester City Centre with the addition of a further experienced investment administrator.RoleYou will be responsible for providing the...

  • Investment Administrator

    Found in: Whatjobs ES C2 - 20 hours ago


    Greater Manchester, United Kingdom Heat Recruitment Full time

    Investment Administrator - Greater Manchester Basic c£40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester City Centre with the addition of a further experienced investment administrator. Role You will be responsible for...


  • Manchester, United Kingdom IDEX Consulting Full time

    My client is a national Investment Management firm and they are looking for an experienced Investment Administrator to join their busy office in the heart of Manchester city centre. Assist and prepare reports, correspondence and other relevant documentation including investment proposals On-board new clients and collate data that will assist with the...

  • Investment Assistant

    2 weeks ago


    Manchester, United Kingdom Heat Recruitment Ltd Full time

    Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator. What you will do: * The Investment Administrator role is required to assist Investment Manager(s) in providing investment management...

  • Investment Assistant

    Found in: Whatjobs ES C2 - 7 days ago


    Manchester, United Kingdom Heat Recruitment Ltd Full time

    CompanyA highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.What you will do: * The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services...


  • Manchester, United Kingdom Heat Recruitment Ltd Full time

    Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator. What you will do: * The Investment Administrator role is required to assist Investment Manager(s) in providing investment management...


  • Manchester, United Kingdom Heat Recruitment Ltd Full time

    Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator. What you will do: The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services...


  • Manchester, United Kingdom Homes England Full time

    **A bit about the role...** Working in a team with Tracy Back our Head of Chief Investment Office and Lucy Horrocks and Will Davey, the Analyst - Chief Investment Office will play a critical role in delivering key Investment activities and Homes England priorities. You will be joiningour small but friendly and highly experienced team who are committed to...


  • Manchester, United Kingdom Wythenshawe Community Housing Group Full time

    Salary **£28,868** Location **Manchester, Wythenshawe** Hours of work *39 * - This is a _permanent_, _full time_ vacancy_ that will close _in 21 days_ at 23:59 GMT_._ **The Vacancy** **Contract: Permanent, Full Time** **Hours of work 39 hours per week** * Closing date: 29th January 2023* **Interviews: Tuesday 7th / Wednesday 8th February...


  • Manchester, United Kingdom The Growth Company Full time

    **The Growth Company’s (GC)** Innovate UK Business Growth team have an exciting new opportunity for an Ecosystem Innovation and Growth Specialist to deliver in-depth specialist business and innovation growth advice to a portfolio of ambitious business owners and senior managers of primarily North West-based innovative businesses, with a focus on...

  • Financial Planning Administrator, Client Services

    Found in: Talent UK 2A C2 - 2 weeks ago


    Manchester, United Kingdom JJ SEARCH LIMITED Full time

    25-30K Salary (depending on experience)The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth IndividualsThe RoleThis is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment.The...


  • Manchester, United Kingdom Prestige Recruitment Group Full time

    **Financial Services Administrator** **Based in Manchester City Centre.** **Salary: £30,000 - £35,000** This Financial Services Administrator job opportunity in Manchester City Centre is offering a salary of £30,000 - £35,000. You will be joining a financial services firm who have a highly skilled Financial Services Paraplanning team. The great...

  • HR Administrator

    2 weeks ago


    Manchester, United Kingdom The Priory Full time

    Priory Group is the UK’S leading independent provider of mental health care and education services. We have an outstanding reputation both for the service we deliver and for the investment we make in our people and in our environment. The Priory Hospital Cheadle Royal is a specialist provider of complex mental health services, providing clinical...