Investment Administrator

3 weeks ago


Birmingham, United Kingdom mbf Full time

Job Description

Investment Administrator - Permanent - Birmingham - salary from £30-50K plus benefits and bonus

Our client is a nationally recognized Wealth & Investment Management organization dedicated to helping their clients achieve their financial goals. With a legacy of excellence and a commitment to innovation, they provide tailored investment solutions and financial expertise to a diverse clientele. They are currently seeking an experienced Investment Administrator to join one of their highest producing teams, based in Birmingham, working closely with the Investment Managers and their clients

Position Overview:

As an Investment Administrator, you will play a critical role in providing seamless support to the Investment Manager. Your primary responsibility will be to manage all administrative tasks related to their clients and mailbox.

Key Responsibilities:

• Manage all administrative tasks related to the Investment Director's client portfolio and mailbox.
• Collaborate with other Administrators in the team to ensure efficient task handling.
• Support the Investment Directors and Investment Managers in their advisory responsibilities.
• Assist in the preparation of investment reports, documentation, and transactions.
• Maintain client records and databases with a keen eye for accuracy and compliance.
• Liaise with clients to address inquiries, resolve issues, and provide exceptional service.
• Contribute to team projects and initiatives as needed.

Qualifications:
• Wealth management / Investment Management experience and understanding of financial services is highly beneficial.
• Previous experience as an Investment Administrator is ideal, though those with Financial Planning Administrator's will be considered
• Strong attention to detail, organisational skills and accuracy in all tasks.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Ability to prioritize tasks and work effectively in a fast-paced environment.
• Knowledge of financial regulations and compliance is advantageous.
• Professional demeanour and a commitment to client service excellence.
• Team player with a proactive attitude.

On Offer:

• Competitive salary commensurate with experience, from £30K to £50K
• Comprehensive benefits package.
• Opportunity to work with a nationally recognised wealth management organization.
• Exposure to a dynamic and collaborative team of investment professionals.
• Professional development and training opportunities.
• A supportive and inclusive work environment.
• Hybrid working (3 days in office minimum) however the first weeks would be 100% office based until you were up and running #J-18808-Ljbffr

  • Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join one of our largest teams in the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a very busy wider team, and will cover all administration requirements for...


  • Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Investment Administrator (12 month contract) £Bell Cornwall Recruitment is proud to represent a leading investment firm in their search for an Investment Administrator in Birmingham. This role offers a unique opportunity to support two successful Investment Managers in one of the most dynamic teams in the industry. If you're seeking a role that combines...


  • Birmingham, United Kingdom Katie Bard (Angela Mortimer Plc) Full time

    This is an exceptional opportunity to join a unique boutique finance firm. Dealing with all the administration of complex client transactions in to and out of funds, including buying and selling shares. You will be working with a great team of investment professionals providing support to the day to day transactions as well as setting up client accounts....


  • Birmingham, United Kingdom Isio Group Full time

    About Us: - Without careful consideration today, tomorrow’s pensions don’t exist. - That’s where Isio comes in, giving our clients the advice and support they need to deliver better outcomes and financial wellbeing for their members in the decades to come. - Isio provides full-service pensions consultancy to our 1000+ corporate clients, from actuarial...

  • Ifa Administrator

    3 weeks ago


    Birmingham, United Kingdom Heat Recruitment Ltd Full time

    Job Overview: A reputable wealth management firm is seeking a Client Services Executive to join the support team. This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures.Key Responsibilities: * Handle day-to-day...

  • IFA Administrator

    4 weeks ago


    Birmingham, United Kingdom Heat Recruitment Ltd Full time

    This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures. Handle day-to-day administration of Life, Investment, and Pensions, including the submission of new online applications, top-ups, and processing of...

  • IFA Administrator

    3 weeks ago


    Birmingham, United Kingdom Heat Recruitment Full time

    Job Overview: A reputable wealth management firm is seeking a Client Services Executive to join the supportteam. This role is integral to providing excellent support for thefinancial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures. Key Responsibilities: Handle day-to-day...

  • Ifa Administrator

    4 weeks ago


    Birmingham, United Kingdom Heat Recruitment Ltd Full time

    Job Overview: A reputable wealth management firm is seeking a Client Services Executive to join the support team. This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures. Key Responsibilities: Handle day-to-day...

  • Fleet Administrator

    4 weeks ago


    Birmingham, United Kingdom Vertu Motors Full time

    **About us** Our Ford Birmingham Fleet dealership are currently recruiting! We are looking for a very talented Administrator to come and join the team! You will be joining a very successful and busy fleet department with long-standing fleet customers. This is a brilliant, established team with highly experienced administrators. We are offering a basic...

  • Vehicle Administrator

    4 weeks ago


    Birmingham, United Kingdom Vertu Motors Full time

    **About us** Due to the continued success of our Ford Brand we are looking to recruit a Vehicle Administrator to join our team at Bristol Street Motors, Ford Birmingham. This is a unique opportunity to become part of our admin hub! We are offering a basic salary of £24,000 plus an excellent range of company benefits. **About the Role** The Vehicle...

  • Junior Assistant

    2 weeks ago


    Birmingham, United Kingdom Australasian Recruitment Company Full time

    JUNIOR TEAM ASSISTANT A prestigious global investment bank is looking for a Junior Team Assistant to join their Investment Banking Division. This is a 6 month temporary assignment likely to extend a further 6 months and is a great opportunity for someone who has had some diary management or scheduling exposure and is wanting to level up! JUNIOR TEAM...


  • Birmingham, United Kingdom Clipfine Limited Full time

    Clipfine is a leading provider of construction support services and logistics management to a wide range of clients throughout the UK. We are a privately owned company that was established in 1975 and we strongly believe in developing our workforce, progressing their skillset, advancing their education, and continuously investing in their welfare. We are...

  • Administrator

    4 weeks ago


    Birmingham, United Kingdom Crematoria & Memorial Group Full time

    **Administrator** 6 months FTC / Full time Birmingham Crematorium / Perry Barr £22,124.08 per annum + Company Benefits 38.33 hours per week ( Monday - Friday 09:00 am - 17:00 pm) Accruing 22 - 25 days holiday + bank holidays | Sick pay eligibility after 12-month qualifying period | Life Assurance 2 x salary At Dignity, we are proud to work in a unique...


  • Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Financial Services Administrator** **Location: Midlands - Various locations** **Salary: £23,000 - £35,000 (depending on experience)** **Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the team at a highly respected...


  • Birmingham, United Kingdom IDEX Consulting Full time

    An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham. This role will support Financial Advisers with back office and client support for financial and wealth planning that includes investment, retirement and estate planning. Essential to have a background providing support and administration...

  • Senior Administrator

    4 weeks ago


    Birmingham, United Kingdom Birmingham Women's and Children's NHS Foundation Trust Full time

    To provide a comprehensive administrative service to support the effective running to FTB Core Team. It includes the general management of the administration systems, coordinating and delegating work, ensuring priority work targets are met and supporting the admin functions for the effective running of the service. The post holder will be responsible for...

  • Ifa Administrator

    7 days ago


    Birmingham, United Kingdom Independent Resourcing Consultancy Full time

    **IFA Administrator**: - Job Reference: 1446 - Date Posted: 4 August 2023 - Recruiter: Independent Resourcing Consultancy - Location: Birmingham - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent...


  • Birmingham, United Kingdom Brookfield Primary School Full time

    Job Information BROOKFIELDS PRIMARY SCHOOL Ellen Street Birmingham B18 6PU Telephone Number: 0121 675 1897 Job Start Date: As soon as possible Job Information: First impressions count - it only takes 7 seconds to make a first impression on another human being. Are you that person who can encapsulate Brookfield's success and make that all important...


  • Birmingham, United Kingdom Aptia Full time

    About Aptia Aptia is a new force in the employee benefits and pensions administration services, on a mission to change the world of administration for the better In an underserved market, with huge potential for growth, Aptia will serve 1,100 clients in the US and UK markets and will be supported by shared services in India and Portugal - helping more than...


  • Birmingham, United Kingdom Slade Primary School Full time

    Job Information Slade Primary School Slade Road Stockland Green Birmingham B23 7PX Telephone number: 0121 675 0618 Required as soon as possible The Arthur Terry Learning Partnership is a highly successful Multi Academy Trust (MAT) encompassing six secondary schools, 13 primary schools, a Teaching School Hub, and School Centred Initial Teacher...