Investment Support Administrator
3 days ago
Brook Street is working with a growing company that is seeking to hire an investment support administrator on a full-time, permanent basis.
The Investment Support Administrators provide the administrative support for the Investment and Portfolio teams. They support the Investment and Portfolio teams with the administration of the investment process and deal completion.
**Main duties**:
Assist closely with the investment process and deal completion including the co-ordination of legal and drawdown documentation and pre-drawdown credit checks. Specifically, provide support for the compilation and checking of investment files prior to drawdown.
Prepare documentation, reports, minutes and agendas in support of meetings as required.
Provide a central co-ordinating role ensuring a continuous dialogue with applicants and within the department with regards to progress and activity.
Manage all investment documentation and data capture systems including CRM, SharePoint and planning systems.
Take responsibility for financial processing including the raising of purchase orders, processing invoices.
Co-ordinate attendance at appropriate meetings, seminars and events.
Develop over time an understanding of and experience in, all aspects of the investment process.
Any other task as may be defined by the Investment Support Coordinator to meet the operational needs of the department.
**Knowledge, skills, abilities and experience**:
Strong written and oral communication and interpersonal skills
Organisation and administrative skills
Self-motivated with the ability to work independently and as part of a team
Confident in own decision-making skills
Ability to prioritise and organise work under pressure
Determination to complete tasks to a high standard and to demanding deadlines
Attention to detail
Committed to developing knowledge and expertise
Educated to a good standard of general education - GCSE, NVQ Level 2/3 or equivalent standard
**Company Benefits**:
- Flexible working/hybrid working
- Competitive salary
- Discretionary company performance bonus scheme
- Contributory pension plan - employer's contribution rate of up to 10%
- 30 days' paid annual holidays + Bank Holidays
- BUPA health care scheme (contributory)
- Cycle to work scheme
- Free car parking
- Employee loan scheme
- Career progression opportunities
- Learning and development
- Wellbeing activities
-
Investment Administrator
9 hours ago
Cardiff, United Kingdom Brook Street Full timeThe Investment Support Administrators provide the administrative support for the Investment and Portfolio teams. They support the Investment and Portfolio teams with the administration of the investment process and deal completion. **Main duties**: Assist closely with the investment process and deal completion including the co-ordination of legal and...
-
Investment Support Administrator
3 days ago
Cardiff, United Kingdom Vargo Group Full time**Job title**:Investment Support Administrator **Salary**:£25,000 **Location**:Cardiff **Working pattern**:Hybrid **Responsibilities** - Help ensuring a continuous dialogue with applicants and within the department with regards to progress and activity. - Assist closely with the investment process and deal completion including the co-ordination of legal...
-
Administrative Support Specialist
2 weeks ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timeAbout the RoleThe Administrative Support Specialist - Property Investment will provide high levels of investment and administrative support to the Property Department in Cardiff.Key Duties:Support the investment and deal completion process by coordinating legal and drawdown documentation.Develop and maintain accurate records and databases for property...
-
Administrative Assistant
2 weeks ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timeDevelopment Bank of Wales is seeking an accomplished Administrative Assistant - Investments to provide high-level administrative support to our Property department. If you have a passion for administration and a keen eye for detail, this could be the perfect opportunity for you.About the RoleWe are offering a competitive salary of £22,000 - £27,000 per...
-
Property Investment Support Specialist
14 hours ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timeJob OverviewWe are currently recruiting for an Investment Support Administrator to join our team at the Development Bank of Wales. This is a fantastic opportunity for an individual to develop their skills and experience in the field of property investment.The successful candidate will be responsible for providing high-level administrative support for all...
-
Administrative Assistant
7 days ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timeThe Development Bank of Wales is recruiting for an Administrative Assistant to support our Property Investments team in Cardiff, Wales.About the RoleThis is a 12-month fixed-term contract that requires excellent administrative and organizational skills.Job ResponsibilitiesCoordinate investment and deal completion process: Assist with preparation of legal and...
-
Investment Support Coordinator
2 weeks ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Investment Support Coordinator to join our team in Cardiff.Key Responsibilities:Assist with the investment and deal completion process, including coordination of legal and drawdown documentation.Prepare documentation, reports, and agendas for monthly team meetings and investment peer...
-
Property Investment Administrative Assistant
2 weeks ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timeWe are seeking an experienced professional to join the Development Bank of Wales team based in Cardiff as a key member of the Property department.This is a 12-month fixed-term contract opportunity with a salary of approximately £27,500 per annum, dependent on experience.Job Summary:The successful candidate will provide administrative support to the Property...
-
Investment Portfolio Administrator
1 week ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timeJob Summary:The Development Bank of Wales is seeking a Investment Portfolio Administrator to join our portfolio management team. The successful candidate will be responsible for monitoring and managing a portfolio of investment assets, with a focus on minimising financial loss and maximising profit.This is an exciting opportunity to work in a dynamic and...
-
Cardiff, Cardiff, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the Role:We are seeking an experienced IFA Administrator to join our team in Cardiff. As a key member of our support team, you will play a vital role in ensuring the quality of service is maintained to the highest standards.Your primary responsibilities will include:Processing new business, managing valuations and projections, and maintaining accurate...
-
Investment Support Administrator
7 months ago
Cardiff, United Kingdom Development Bank of Wales Full timeCustomer-focused with experience in an administrative role, you will be able to prioritise and multi-task whilst maintaining accuracy. Confident and approachable, you will be IT literate with a basic understanding of Microsoft packages, including Excel, Word and PowerPoint and will ensure that the necessary information is recorded accurately onto our...
-
Investment Support Administrator
7 months ago
Cardiff, United Kingdom Development Bank of Wales Full time**12-month FTC** Customer-focused with experience in an administrative role, you will be able to prioritise and multi-task whilst maintaining accuracy. Confident and approachable, you will be IT literate with a basic understanding of Microsoft packages, including Excel, Word and PowerPoint and will ensure that the necessary information is recorded...
-
Administrative Support Coordinator
3 weeks ago
Cardiff, Cardiff, United Kingdom Hays Business Support Full timeWe are seeking an Administrative Support Coordinator to join our team at Hays Business Support. This is a fantastic opportunity to work in a leading healthcare organization within NHS Wales, one of 11 esteemed organizations.The successful candidate will be responsible for providing administrative support to consultants and senior management team members....
-
Sales Office Administrator
8 hours ago
Cardiff, United Kingdom Reed Business Support Full timeAre you an experienced Sales Administrator? Can you deliver amazing customer service and liaise effectively? Do you want to work for a company who delivers on a positive and flexible culture? Then we have the role for you, please keep reading! Reed Business Support are supporting a luxury manufacturing business to find a Sales Office Administrator to join...
-
Investment Operations Coordinator
1 day ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timeJob DescriptionWe are seeking an experienced Investment Support Administrator to join our team at the Development Bank of Wales. As an integral part of our Property department, you will provide high-level administrative support for all aspects of property investment activity.The successful candidate will have excellent organisational and communication...
-
Investment Services Coordinator
2 weeks ago
Cardiff, Cardiff, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Description:TEMPLEGATE RECRUITMENT LIMITED seeks a highly organized and detail-oriented IFA Administrator to join their team. The successful candidate will be responsible for providing administrative support in financial planning and investment services, ensuring the smooth operation of the team's daily activities.Key responsibilities include maintaining...
-
Pensions and Investments Coordinator
1 week ago
Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full timePensions and Investments CoordinatorWe are seeking an experienced Pensions and Investments Coordinator to join our Cardiff office, where you will be responsible for coordinating the administration of pensions and investments, ensuring accurate and compliant record-keeping.This role requires strong organizational skills, attention to detail, and excellent...
-
Ifa Sales Support Administrator
4 days ago
Cardiff, United Kingdom mbf. Full timeWe are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team based just on the outskirts of Cardiff centre. The business has a fantastic reputation and have grown consistentlyover the past 5 years. They are looking for an experienced Administrator who can provide support to the...
-
Ifa Sales Support Administrator
1 week ago
Cardiff, United Kingdom MB Fitzgerald Full timeWe are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team based just on the outskirts of Cardiff centre. The business has a fantastic reputation and have grown consistently over the past 5 years. They are looking for an experienced Administrator who can provide support to the...
-
Property Investment Coordinator
2 weeks ago
Cardiff, Cardiff, United Kingdom Development Bank of Wales Full timeWe are looking for an exceptional Property Investment Coordinator to join our team at Development Bank of Wales. As a key member of the Property department, you will play a crucial role in ensuring the efficient and professional delivery of investment and administrative support.About the RoleThe successful candidate will have a strong understanding of the...