Investment Administrator
1 month ago
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. Providing clients and/or their agents with information and reports regarding their portfolios. Administering requests from solicitors for Confirmation Valuations and documentation required for subsequent share sales. Processing the movement of funds between accounts. Person Specification for the Investment Administrator: Excellent communication skills – written and verbal. Previous administrative experience and proven organisational skills. High level of attention to detail and accuracy. Awareness and understanding of financial services and FCA regulations. Experience in a client facing role within financial services would be highly advantageous. Perks and benefits including (but not limited to): 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
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Investment Administrator
3 weeks ago
Petts Wood, Greater London, United Kingdom Julie Rose Recruitment Full timeHours: 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...
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Investment Administrator
1 month ago
Petts Wood, Greater London, United Kingdom Julie Rose Recruitment Full timeHours: 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...
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Investment Administrator
3 weeks ago
Petts Wood, Greater London, United Kingdom Julie Rose Recruitment Full timeHours: 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...
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Investment Administrator
1 month ago
Petts Wood and Knoll, United Kingdom Julie Rose Recruitment Full timeHours: 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...
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Order Management
2 months ago
London, United Kingdom Seven Investment Management Full time**About The Role**: **Purpose** **Responsibilities**: Order Administration - Creation of manual orders for execution on discretionary, advisory and model rebalance orders. - Processing and monitoring of orders through to settlement agent / custodian, resolving queries as they arise. - Creation and execution of switch instructions. - Assistance in creating...
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Order Management
2 months ago
London, United Kingdom Seven Investment Management Full time**About The Role**: **Purpose** **Responsibilities**: Order Administration - Creation of manual orders for execution on discretionary, advisory and model rebalance orders. - Processing and monitoring of orders through to settlement agent / custodian, resolving queries as they arise. - Creation and execution of switch instructions. - Assistance in creating...
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Investment Administrator
2 weeks ago
Bromley, Greater London, United Kingdom Heat Recruitment Full time €35,000Investment Administrator - Bromley, Kent Basic up to £35,000 plus excellent package Do you have the following skills, experience and drive to succeed in this role Find out below. Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Bromley with the addition of a...
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Investment Administrator
2 weeks ago
Bromley, Greater London, United Kingdom Heat Recruitment Full time €40,000Investment Administrator - Bromley, Kent Basic up to £40,000 plus excellent package Do you have the following skills, experience and drive to succeed in this role Find out below. Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Bromley with the addition of a...
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Investment Administrator
3 weeks ago
Bromley, Greater London, United Kingdom Heat Recruitment Full time €40,000Investment Administrator - Bromley, Kent Basic up to £40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Bromley with the addition of a further experienced investment administrator. What you will do: The Investment Administrator role...
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Investment Administrator
2 weeks ago
Bromley, Greater London, United Kingdom Heat Recruitment Full time €35,000Investment Administrator - Bromley, Kent Basic up to £35,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Bromley with the addition of a further experienced investment administrator. What you will do: The Investment Administrator role...
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Investment Administrator
3 weeks ago
Bromley, Greater London, United Kingdom Heat Recruitment Full time €40,000Investment Administrator - Bromley, Kent Basic up to £40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Bromley with the addition of a further experienced investment administrator. What you will do: The Investment Administrator role...
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Investment Administrator
2 weeks ago
Bromley, Greater London, United Kingdom Heat Recruitment Full time €35,000Investment Administrator - Bromley, Kent Basic up to £35,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Bromley with the addition of a further experienced investment administrator. What you will do: The Investment Administrator role...
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Investment Administrator
1 month ago
Bromley, Greater London, United Kingdom Heat Recruitment Full timeInvestment Administrator - Bromley, Kent Basic c£40,000 plus excellent package Company 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. Role You will be responsible for providing the necessary...
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Investment Administrator
1 month ago
Bromley, Greater London, United Kingdom Heat Recruitment Full timeInvestment Administrator - Bromley, Kent Basic c£40,000 plus excellent package Company 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. Role You will be responsible for providing the necessary...
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Investment Administrator
1 week ago
Greater Southampton, United Kingdom Heat Recruitment Full timeInvestment Administrator - South Wiltshire - 12-month Fixed Term ContractBasic up to £28,000 plus excellent packageNot sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.CompanyA highly regarded national Wealth Management firm are looking to bolster their support...
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Investment Administrator
1 month ago
Bromley, Greater London, United Kingdom Heat Recruitment Full timeCompany 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. What you will do: The Investment Administrator role is required to assist Investment Manager(s) in providing investment management...
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Investment Administrator
1 month ago
Greater Manchester, United Kingdom Heat Recruitment Full timeInvestment Administrator - Greater Manchester Basic c£40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester City Centre with the addition of a further experienced investment administrator. Role You will be responsible for...
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Investment Administrator
1 month ago
Greater Manchester, United Kingdom Heat Recruitment Full timeInvestment Administrator - Greater ManchesterBasic c£40,000 plus excellent packageCompanyA highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester City Centre with the addition of a further experienced investment administrator.RoleYou will be responsible for providing the...
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Investment Administrator
1 month ago
Greater Manchester, United Kingdom Heat Recruitment Full timeInvestment Administrator - Greater Manchester Basic c£40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester City Centre with the addition of a further experienced investment administrator. Role You will be responsible for...
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Investment Administrator
1 month ago
Greater Manchester, United Kingdom Heat Recruitment Full timeInvestment Administrator - Greater Manchester Basic c£40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester City Centre with the addition of a further experienced investment administrator. Role You will be responsible for...
