Investment Administrator
3 weeks ago
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
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