Investment Administrator

2 weeks ago

Suffolk, United Kingdom Carousel Consultancy Full time

Investment Management Secretary / Administrator - Bury St Edmunds / Hybrid - c£35k + benefits and bonus

* Great opportunity for a Financial Services Secretary / Administrator, with c2 years experience in Investment / Wealth Management (at some point in career) to join a small yet successful team

* Provide administrative support to investment service activities

* Competitive salary and benefits package offered

* On-site parking available

* Hybrid working - 3 days per week in the office

Our client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised Investment Management Secretary / Wealth Management Administrator or Finance Secretary to join them as a Desk Administrator.

The role will suit someone with an interest in wealth / investment management, but please note: this is not a role with progression into an Investment Manager position; this is an administrative role with the potential to lead to Senior Desk Administrator or Investment Administration Manager roles.

Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced and forward-thinking environment. Opportunity: Our client is a well-established, successful investment / wealth management firm. They are extremely client-focused, with an extensive private client base, so they look for warm, personable and highly efficient team members to join them. Our client is offering a competitive salary and benefits package for the right individual, based on experience.

Assisting with new client account opening process

* Extensive typing and filing

* Proofreading and checking all documentation

* Maintaining all records and ensuring the CRM is up-to-date

* Preparing payment, transfer and other Investment Administration forms

* Ad hoc projects

* Previous relevant financial administration experience

* c2 years experience in Investment / Wealth Management at some point in your career

* Fast, accurate typing skills

* PC literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint

* An understanding of the UK Regulatory framework is desirable

Interested in this Investment Secretary / Desk Administrator role?

if this is what you’re looking for, please submit your CV ASAP, quoting ‘AE - Desk Administrator - Investment Management

  • Investment Management Secretary

    2 weeks ago

    Suffolk, United Kingdom Carousel Consultancy Full time

    Investment Management Secretary / Administrator - Bury St Edmunds / Hybrid - c£35k + benefits and bonus Great opportunity for a Financial Services Secretary / Administrator, with c2 years experience in Investment / Wealth Management (at some point in career) to join a small yet successful teamProvide administrative support to investment service...

  • Investment Management Secretary

    4 hours ago

    Bury St Edmunds, Suffolk, United Kingdom Carousel Consultancy Full time

    Investment Management Secretary / Administrator - Bury St Edmunds / Hybrid - c£35k + benefits and bonus Great opportunity for a Financial Services Secretary / Administrator, with c2 years experience in Investment / Wealth Management (at some point in career) to join a small yet successful team Provide administrative support to investment service...

  • Financial Advisor

    2 weeks ago

    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Financial Planning Administrator

    2 weeks ago

    Suffolk, United Kingdom Time Appointments Full time

    Our client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds. The successful candidate will have a genuine interest in financial planning and investment management and have the desire to progress within a well-established organisation. General...

  • Financial Planning Administrator

    2 weeks ago

    Suffolk, United Kingdom Time Appointments Full time

    Our client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds. To be considered for this position you will be proactive, have the ability to prioritise workl oads and be confident working to deadlines. The successful candidate will have a genuine...

  • Administrator - Financial Administrator

    4 hours ago

    Ipswich, Suffolk, United Kingdom Reed Full time

    We are looking for a Digital Support Administratorto deliver the best possible experience for prospects and clients to a company based in Ipswich. Always showing a passion for the company and helping people to save, invest and view their investments. This is a 12-month fixed term contract to provide maternity cover. Support customer queries for the...

  • Receptionist / Administrator / Office Manager

    2 weeks ago

    Euston, Suffolk, United Kingdom LinkPoint Resources Limited Full time

    Reference: MZ / OM 35148 Sector: Administration, EA, Legal Secretary, Medical Secretary, Office Management, Office Support, Other, PA, Receptionist, Secretary We specialise in the recruitment of high quality candidates in the Administrative sector. We have an excellent opportunity for a Receptionist / Administrator / Office Manager to join an investor...

  • Financial Advisor

    2 weeks ago

    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    Found in: Whatjobs ES C2 - 6 days ago

    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Financial Advisor

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

    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    Found in: Appcast UK C C2 - 1 week ago

    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    Found in: Appcast UK C2 - 1 week ago

    Suffolk, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • CLIENT SUPPORT ADMINISTRATOR

    Found in: Jooble UK C2 - 2 weeks ago

    Sudbury, Suffolk, United Kingdom Elis UK Limited Full time

    Introduction Elis is an international multi-service provider, offering textile, hygiene and facility services solutions. Present in Europe and Latin America, we are an authority in most of the 29 countries in which we operate, employing 52,000 professionals at 440 production and services centres; this is a great opportunity to join a company that supports...

  • Financial Planning Administrator

    1 week ago

    Bury St Edmunds, Suffolk, United Kingdom Time Appointments Full time

    Our client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds. To be considered for this position you will be proactive, have the ability to prioritise workl oads and be confident working to deadlines. The successful candidate will have a genuine...

  • Financial Administrator

    4 hours ago

    Ipswich, Suffolk, United Kingdom Reed Full time

    We are looking for a Digital Support Administratorto deliver the best possible experience for prospects and clients to a company based in Ipswich. Always showing a passion for the company and helping people to save, invest and view their investments. This is a 12-month fixed term contract to provide maternity cover. Key Responsibilities Support...

  • Financial Planning Administrator home and office working

    1 week ago

    Bury St Edmunds, Suffolk, United Kingdom Time Appointments Full time

    Our client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds. The successful candidate will have a genuine interest in financial planning and investment management and have the desire to progress within a well-established organisation. Role...

  • Finance Supervisor

    Found in: Jooble UK C2 - 4 days ago

    Suffolk, United Kingdom Pitkin & Ruddock Ltd Full time

    An opportunity has arisen for a Finance Supervisor to work within an established and growing family business. This is a great opportunity for a dynamic and flexible individual to work within a dedicated team, ensuring financial information is timely, detailed and accurate. This full-time, office-based role will require a degree of flexibility which will...

  • Sales Coordinator/Customer Services

    1 hour ago

    Lowestoft, Suffolk, United Kingdom Atkinson Moss Full time

    My client has a unique service offering with a global reach and corresponding customer portfolio covering the offshore energy sector. They are continuously developing their sales approach and as a result are looking for a new Sales Executive. They seek an ambitious and confident Sales Executive to develop growing subscription sales. The successful...

  • Pensions Accountant

    2 weeks ago

    Ipswich, Suffolk, United Kingdom Ensors Full time

    Pensions Accountant/Auditor (Ipswich/remote) We have an opportunity within our growing specialist Pension team for a Pensions Accountant/Auditor. The grade will be determined dependent on experience of the pensions sector. We will accept applicants who are ICAEW/ACCA qualified or qualified by experience. The role is ideally suited for someone who is...