Client Administrator Investment Management
1 week ago
What will you be doingWere seeking an ambitious individual to join our Wealth Management team in Liverpool you will be responsible for providing full administrative support to Investment Managers as well as building relationships with clients to deliver a positive and sleek client experience. Whats in it for me As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from. This is a hybrid working role with a requirement to be in the office 3 days per week. As a Client Administrator your responsibilities will include among others: To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes. To build relationships with clients and maintain regular contact. Liaise with operational teams where support is provided on activities. e.g. scripts transfers corporate actions static data changes where applicable. Preparation of meeting packs and valuations (as required) Assist investment managers in the preparation of new business pitches and presentations Maintain back-office systems and client records in line with the company policies. Qualifications : To be successful in this role you should:Proven experience working in the financial services industryAn ambition to build a career within financial services firm with a willingness to learn and develop A strong ethic of client serviceStrong (verbal and written) communication skills with an ability to build relationshipsThe ability to fully plan workload and display excellent organisational skillsAbility to use judgement and reasoning to propose solutions to problemsDesired:Knowledge of Investments Pensions and Life Assurance preferred Studying towards an accredited Level 4 qualification preferred but not essential Minimum Grade C in Maths (if associate)Additional Information : As a colleague here at Evelyn Partners you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leaveWe are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.Remote Work : NoEmployment Type : Full-time Key Skills Active Directory Administration,Financial Services,Benefits & Compensation,Cosmetology,Architecture Experience: years Vacancy: 1
-
Investment Administrator
1 week ago
Liverpool, United Kingdom Marshall Moore Ltd Full time**We are currently recruiting for an Investment Administrator; a unique role in a wealth management firm based in Liverpool. You will be working alongside financial advisors, completing investment administration and liaising with clients** **The position offers study support for the Diploma in Financial Planning, alongside other benefits such as Private...
-
Investment Administrator
2 weeks ago
Liverpool, United Kingdom Page Personnel Finance Full timeWe have a number of permanent and fixed term roles for the operations function of a wealth management firm based in Liverpool. **Client Details** This is a successful investment company with a strong presence in the sector. They have won numerous awards for its service and development of staff. **Description** As Investment Administrator, you will get...
-
Investment Administrator
3 days ago
Liverpool, United Kingdom Marshall Moore Full time**Are you looking for an exciting new challenge?** **Do you have strong administration skills?** **We are currently recruiting for an Investment Administrator to join a successful investment company based in Liverpool city centre. This is a varied role that requires strong attention to detail and a positive attitude; whilst this is initially a12 month FTC,...
-
Graduate Investment Administrator
3 days ago
Liverpool, United Kingdom Marshall Moore Full time**We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry,or someone who is just looking to start their career in a professional, reputable environment. Full training...
-
Investment Operations Administrator
3 days ago
Liverpool, United Kingdom Page Personnel Finance Full timeWe are working with an exciting financial services business based in Liverpool city centre to recruit an Investment Operations Administrator. **Client Details** This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business...
-
Graduate Investment Administrator
2 weeks ago
Liverpool, United Kingdom Marshall Moore Full time**We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry,or someone who is just looking to start their career in a professional, reputable environment. Full training...
-
Investment Operations Administrator
4 weeks ago
liverpool, United Kingdom Ascentia Partners Full timeRole: Investment Operations Administrator Salary Range: £24,000 - £27,000 Location: Liverpool (on site) Role Type: Permanent Background: WEALTH at work is a leading financial wellbeing, retirement and workplace savings specialist - helping employees to improve their financial future. This is achieved by providing support in the workplace on a range of...
-
Investment Administrator
2 weeks ago
Liverpool, United Kingdom Meraki Full timeMeraki Talent are seeking Financial Services Administrators to join an Investment Management firm in the heart of Liverpool’s Financial Services district. This is initially a 12month fixed term contract, however likely to extend beyond this term. Key duties include; - Processing accurate client data - Updating in house systems with accurate client date -...
-
Investment Operations Administrator
2 weeks ago
Liverpool, United Kingdom Search Consultancy Full timeMy client based in Liverpool City Centre is looking to recruit Investment Operations Administrator on a permanent basis. The working hours are 40 hour week between the hours of 9:00am and 5:30pm. The basic salary is also supported by a generous bonus schemewhich is paid monthly. The Investment Operations Administrator provides a critical service and is...
-
Investment Stocks Administrator
2 weeks ago
Liverpool, United Kingdom Page Personnel Finance Full timePage Personnel are working hand in hand with this UK based wealth management business to recruit for a Investment Stocks Administrator for their busy Liverpool office. This role would suit someone with previous financial services experience or a graduate looking to kick start their career in the sector. **Client Details** This business is one of the UK's...
