Investment Administrator

2 weeks ago


Bromley Town, United Kingdom Heat Recruitment Ltd Full time
Investment Administrator - Bromley, Kent
Basic c£38,000 plus excellent package
Company
A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Kent 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 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 Bromley

  • Bromley, United Kingdom Heat Recruitment Full time

    Investment Administrator - Bromley, KentBasic 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 Kent with the addition of a further experienced investment administrator.RoleYou will be responsible for providing the necessary support to a...


  • Bromley, United Kingdom Heat Recruitment Full time

    Investment Administrator - Bromley, Kent 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 Kent with the addition of a further experienced investment administrator. Role You will be responsible for providing the necessary...


  • Bromley, United Kingdom Heat Recruitment Full time

    Investment Administrator - Bromley, KentBasic 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 Kent with the addition of a further experienced investment administrator.RoleYou will be responsible for providing the necessary support to a...


  • Bromley, United Kingdom Heat Recruitment Full time

    Investment Administrator - Bromley, KentBasic 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 Kent with the addition of a further experienced investment administrator.RoleYou will be responsible for providing the necessary support to a...


  • Bromley, United Kingdom Brewster Partners Recruitment Group Full time

    **The Company** Brewster Partners are currently recruiting for an Investment Administrator on behalf of a Bromley based client operating within the finance sector. The client is a well-established company which prides itself on innovation, inclusivity & commitment to employeesatisfaction. **The Role** This is a permanent and full-time role. This role...


  • Bromley, Greater London, United Kingdom Heat Recruitment Full time

    Investment Administrator - Bromley, Kent 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 Kent with the addition of a further experienced investment administrator. Role You will be responsible for providing the necessary...


  • Bromley, Greater London, United Kingdom Heat Recruitment Full time

    Investment Administrator - Bromley, Kent 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 Kent with the addition of a further experienced investment administrator. Role You will be responsible for providing the necessary...


  • Bromley, Greater London, United Kingdom Heat Recruitment Full time

    Job Description Investment Administrator - Bromley, Kent 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 Kent with the addition of a further experienced investment administrator. Role You will be responsible for providing...


  • Bromley, Greater London, United Kingdom Heat Recruitment Full time

    Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Kent 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...


  • Bromley, Greater London, United Kingdom Heat Recruitment Full time

    A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Kent with the addition of a further experienced investment administrator. The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a...


  • Bromley, United Kingdom Brewster Partners Recruitment Group Full time

    **The Company** Brewster Partners are currently recruiting for an Operations Administrator on behalf of a Bromley based client operating within the finance sector. The client is a well-established company which prides itself on innovation, inclusivity & commitment to employeesatisfaction. **The Role** This is a permanent and full-time role. This role...


  • Bromley, United Kingdom Bank of America Full time

    **Job Title**: Wholesale Credit Administration **Corporate Title**: Analyst/Associate **Location**: Bromley **Company Overview**: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates,...


  • Town, United Kingdom Walkers Global Full time

    **Marketing technology assistant/Administrator** Walkers is a leading international law and professional services firm providing legal, corporate and fiduciary services to global corporations, financial institutions, capital market participants and investment fund managers. With a global presence spanning the Americas, Europe, the Middle East and Asia, we...


  • Bromley, United Kingdom Harris Federation Full time

    **Summary** We are looking for and administrative officer to join Harris Primary Academy Shortlands, with specific responsibilities surrounding attendance and admissions. The working hours for this role will be Monday to Friday, 8am-5pm (42.5 hours per week), term time + 10 days. **About Us** Harris Primary Academy Shortlands has been open since 2015 and is...

  • Team Assistant

    4 weeks ago


    Bromley, United Kingdom eFinancialCareers Full time

    Core Responsibilities: - Helping to manage calendars for the Senior Leadership Team - Office management, including office supplies, booking meeting rooms, IT systems - Organise and maintain the document filing system (cloud-based) - Maintaining, updating and improving our client relationship management (CRM) system - Leading on finding & initial vetting of...

  • Salesforce Developer

    1 month ago


    Bromley, United Kingdom Foresters Financial Full time

    About the roleWe are seeking enthusiastic and motivated talent to join our Digital Solutions team responsible for growing the Salesforce platform to develop and support services for our customers, and improving workflows, processes and adoption of Salesforce for the Customer Service, Marketing and Sales teams.This is a hands on role, where you’ll be...

  • Early Years Educator

    4 weeks ago


    Bromley, United Kingdom Harris Federation Full time

    **Summary** We are looking for an Early Years Educator to work to support the learning of children in the early years classes, including undertaking occasional class cover as directed. **About Us** Harris Primary Academy Crystal Palace (HPACR) is a two-form entry school situated in Penge, which is part of the London Borough of Bromley. HPACR is an...


  • Bromley, United Kingdom Harris Federation Full time

    **Summary** We are looking for a talented Early Years Educator to work to support the learning of children in the early years classes, including undertaking occasional class cover as directed. Our dedicated team provides a supportive network both onsite as well as support across the Federation to ensure all our staff feel encouraged to do their best. Join a...


  • Camden Town, United Kingdom Recco Full time

    Our client is Design & build and Refurbishment specialist for the high-end residential and Commercial sectors across London and the Southeast.They have been operational for over 50 years and believe in putting the customer at the centre of every project.The foundations that the company used to become a successful over the past 50 years are Reliability,...


  • Bromley, Greater London, United Kingdom Manpower Group (UK) Full time

    Stephen James BMW is looking for a Customer Service Advisor. If you are customer-centric, with a great telephone manner as well as organised and efficient this is a great opportunity to follow a career with one of the worlds most admired brands in the automotive industry. You will work from our centralised call centre and will be responsible for the...