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Investment Administrator

3 months ago

Manchester, United Kingdom Jane Deane Recruitment Limited Full time
Investment Administrator required for IFA practice based in Manchester City Centre.

The role involves administering investments using internal systems and procedures.

Duties
Producing valuations

Placing trades

Cash and stock reconciliation

Establishing new accounts

Processing contract notes

Answering the telephone

Dealing with post

Requirements:


Previous IFA or Investment administration experience is essential along with a willingness to study for the CISI Investment Operations Certificate.


Job Type:
Permanent

Salary:
Up to £26,000.00 per year

Benefits:

  • Life insurance
  • Private medical insurance

Supplemental pay types:

  • Bonus scheme

Education:

  • A-Level or equivalent (preferred)

Experience:

  • IFA administration or Investment administration: 1 year (preferred)

Work Location:
In person