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Investment Administrator
1 month ago
Investment Administrator - Bromley, Kent
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 range of significant private clients and professional intermediaries.
* Pre-client meeting preparation including production of new client paperwork, valuations, and performance summaries.
* 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.
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.
* It is preferable that you are CISI level 3 qualified or above.
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