Senior Investment Administrator

4 weeks ago


United Kingdom Julie Rose Recruitment Limited Full time

Hours: Monday to Friday - 8am to 5pm. (Hybrid following successful completion of probation).
Julie Rose Recruitment are seeking an Investment Administrator to join their client in Orpington. You will be one of the first points of contact for clients and provide valuable support to Investment Managers and Executives.
Key Responsibilities of the Investment Administrator:
Dealing with client queries coming in via phone, post, and email.
Supporting the onboarding of new clients and collate data that will assist with the administration of their accounts.
Support and assist the team in general branch administration.
Assist and prepare reports, correspondence and other relevant documentation including investment proposals
Onboard new clients and collate data that will assist with the administration of their accounts.
Ensure compliance with FCA requirements, the Branch Manual, Code of Conduct policies and T&C framework.
Producing documentation for Investment Managers to provide to clients, such as Review Packs and Investment Proposals.
Processing the movement of funds between accounts.
Person Specification for the Investment Administrator:
Awareness and understanding of financial services and FCA regulations.
Experience in a client facing role within financial services would be highly advantageous.
25 days’ annual leave, increasing with service.
Hybrid working.
Travel loans/ cycle to work scheme.
Private medical insurance.
Generous family leave entitlements.
This Investment Administrator position is a great opportunity to join an established firm offering an attractive salary, great benefits, and the opportunity for progression Seniority level
~ Seniority level Entry level

Employment type Full-time

Job function Finance and Sales
Industries Accounting
Get notified about new Investment Administrator jobs in Orpington, England, United Kingdom .
Finance Manager - Evelina London Womens Services
Finance Manager – Fast Growing Events Technology Business
Manager- Finance, Europe (based in London, UK)
Finance Manager – Global Consumer Goods Business (SME)
Finance Manager - PE backed Hospitality Business
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#


  • Senior Associate

    5 days ago


    United Kingdom The Scottish National Investment Bank Full time €64,000 - €74,000

    Senior Associate – Investment Origination Based: Edinburgh or Glasgow The Scottish National Investment Bank is seeking a Senior Associate, who will play a crucial role in our mission to drive forward sustainable and equitable growth. We are a purpose-driven organisation dedicated to creating lasting environmental, societal, and financial impacts for the...


  • United Kingdom The Scottish National Investment Bank Full time €33,000 - €36,000

    Executive Assistant to the Chief Investment Officer The Scottish National Investment Bank is seeking an Executive Assistant to the Chief Investment Officer, who will play a key role in our mission to drive forward sustainable and equitable growth. We are a purpose-driven organisation dedicated to creating lasting environmental, societal, and financial...


  • United Kingdom The Scottish National Investment Bank Full time €33,000 - €36,000

    Executive Assistant to the Chief Investment Officer The Scottish National Investment Bank is seeking an Executive Assistant to the Chief Investment Officer, who will play a key role in our mission to drive forward sustainable and equitable growth. We are a purpose-driven organisation dedicated to creating lasting environmental, societal, and financial...


  • United Kingdom The Scottish National Investment Bank Full time €33,000 - €36,000

    Executive Assistant to the Chief Investment Officer Based: Edinburgh The Scottish National Investment Bank is seeking an Executive Assistant to the Chief Investment Officer, who will play a key role in our mission to drive forward sustainable and equitable growth. We are a purpose-driven organisation dedicated to creating lasting environmental, societal,...


  • United Kingdom The Scottish National Investment Bank Full time €33,000 - €36,000

    Executive Assistant to the Chief Investment Officer Based: Edinburgh The Scottish National Investment Bank is seeking an Executive Assistant to the Chief Investment Officer, who will play a key role in our mission to drive forward sustainable and equitable growth. We are a purpose-driven organisation dedicated to creating lasting environmental, societal,...


  • United Kingdom Dartmouth Partners Full time

    A wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in...


  • United Kingdom Insight Investment Full time

    Insight Investment is looking for a Senior Project Manager to join the Business Change and Process Engineering team in London. The focus of this position will be to work closely with the business units to gain in-depth understanding of business strategy, processes, services, roadmap, and the context in which the business operates. This role will be key to...


  • United Kingdom Insight Investment Full time

    Insight Investment is looking for a Senior Project Manager to join the Business Change and Process Engineering team in London. The focus of this position will be to work closely with the business units to gain in-depth understanding of business strategy, processes, services, roadmap, and the context in which the business operates. This role will be key to...


  • United Kingdom Dartmouth Partners Full time

    A wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them...


  • United Kingdom Insight Investment Full time

    Insight Investment is looking for a Senior Project Manager to join the Business Change and Process Engineering team in London. The focus of this position will be to work closely with the business units to gain in-depth understanding of business strategy, processes, services, roadmap, and the context in which the business operates. This role will be key to...


  • United Kingdom Insight Investment Full time

    Insight Investment is looking for a Senior Project Manager to join the Business Change and Process Engineering team in London. The focus of this position will be to work closely with the business units to gain in-depth understanding of business strategy, processes, services, roadmap, and the context in which the business operates. This role will be key to...

  • Senior Investment

    4 days ago


    United Kingdom Arcanis Capital Full time

    We are looking for an experienced VC Principal with proven analyst skills for the potential Investment Director role. ❗ Experience in building investment cases based on public and NDA data Ability to systematically conduct the investment process on quarterly basis, analyzing up to 20 companies Join Arcanis in a senior leadership capacity within a...

  • Senior Investment

    3 days ago


    United Kingdom Arcanis Capital Full time

    We are looking for an experienced VC Principal with proven analyst skills for the potential Investment Director role. ❗ Experience in building investment cases based on public and NDA data Ability to systematically conduct the investment process on quarterly basis, analyzing up to 20 companies Join Arcanis in a senior leadership capacity within a...


  • United Kingdom Insight Investment Full time

    Insight Investment is looking for a Senior End User Computing Analyst to join the team in London. The team is responsible for technical support dealing with a wide range of software (Approx. Evergreen Windows 10 & Office 365 C2R 64 Bit Group Policy The management of the Platform\Desktop Environment is user targeted and is heavily scripted and automated...

  • Senior Investment

    4 weeks ago


    United Kingdom TheCarCrowd Full time

    Location: Remote (UK hours) Time: 1-3 days per month Salary: Competitive day rate TheCarCrowd is the leading modern classic car investment firm in Europe, with more than 30 cars acquired, fractionalised and managed on behalf of its investors since 2020. We are FCA regulated via a appointed representation and our assets have generated returns of over...

  • IFA Administrator

    1 week ago


    United Kingdom Netbox Recruitment Full time €26,000

    IFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will...

  • IFA Administrator

    1 week ago


    United Kingdom Netbox Recruitment Full time €26,000

    IFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, who will...

  • Senior Administrator

    2 weeks ago


    United Kingdom STM Group PLC Full time

    Our employment philosophy is to attract and retain high calibre professionals who can provide a powerful combination of innovation and experience Senior Administrator Department: STM Gibraltar Operations Reporting to: Team Leader Direct Reports: None Summary of Role The role is a core function within the Operations Team, providing relevant support...


  • United Kingdom Insight Investment Full time

    Insight Investment is looking for a Senior End User Computing Analyst to join the team in London. This is a highly technical, multi-disciplined, Desktop focused role. The team is responsible for technical support dealing with a wide range of software (Approx. 400 applications packaged) and hardware related issues. Excellent troubleshooting and ability to...

  • Investment Associate

    1 month ago


    United Kingdom Brock & Decker Full time

    Investment firm based in London, specializing in investments across various consumer sectors. Their portfolio includes renowned brands in the beauty, wellness, and lifestyle industries. As they continue to expand their investments, they are seeking a talented and experienced Analyst to join their dynamic team. Responsibilities: • Conduct in-depth market...