Investment Administrator

3 weeks ago


Bromley Town, United Kingdom Heat Recruitment Ltd Full time

Investment Administrator - Bromley, Kent
Basic c£38,000 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.

What you will do:

* 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.

* Assisting with the client onboarding process which includes pre-populating application forms, transfer forms, and producing suitability reports.

* 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.

About You:

* 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.

* Good attention to detail and accuracy.

* It is preferable that you are CISI level 3 qualified or above.

* It is essential that you already live within commuting distance of Bromley



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