Platform Investment Administrator

2 months ago


Bromsgrove, United Kingdom Ortus PSR Full time

This is a brilliant opportunity to join a national financial planning firm. You will be responsible for the timely and accurate placement of client’s investment instructions onto platforms in accordance with the team’s processes and internal policies andother requirements.

**Responsibilities**
- Assisting in the production of accurate client facing material to be distributed to clients as an integral part of asset migration projects
- Processing of fund switches on investment platforms within prescribed timescales, whilst being highly attentive to detail and delivering an impeccable client experience
- Extraction of client data from investment platforms and third parties
- Using Excel and Access, analysing, interpreting and challenging information gathered in order assist in the delivery of asset migration projects
- Complying with the relevant Compliance, TCF, T&C, GDPR, MIFID and Financial Crime Procedures of the firm at all times

**Skills**
- Experience using investment platforms
- Advanced experience in using Excel is essential, with the ability to use macros, formulas and reformat large data sets
- Having an analytical and methodical approach to work with particular emphasis to the details is essential
- Highly organised and work well with sizeable volumes of work, often working to tight deadlines, whilst maintaining speed and accuracy



  • Bromsgrove, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Bromsgrove £20000 - £25000 05/05/2023 NJR13736 DESCRIPTION IFA Administrator Bromsgrove Salary up to £25,000 2 Days remote is available Generous Salary 28 days holiday + bank holidays with the option to buy and sell holidays Full training and development including full study support toward CII...


  • Bromsgrove, United Kingdom AFH Financial Group Full time

    **Investment Operations Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you...


  • Bromsgrove, United Kingdom AFH Financial Group Full time

    AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with...


  • Bromsgrove, United Kingdom AFH Financial Group Full time

    **Investment Support Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Investment team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities....


  • Bromsgrove, United Kingdom AFH Financial Group Full time

    **Investment Support Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms, in our existing Investment team. We are looking for those of you who wish to join and grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a...


  • Bromsgrove, United Kingdom AFH Wealth Management Full time

    AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity,...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with...


  • Bromsgrove, United Kingdom Ortus PSR Full time

    Are you ready to embark on an exciting journey with us? We are seeking talented individuals who have a thirst for knowledge and a passion for growth. Join our clients IFA administration team in their Bromsgrove office, where hybrid working options are available. This is a full-time, permanent position, offering a competitive salary and an array of fantastic...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range...


  • Bromsgrove, United Kingdom AFH Wealth Management Full time

    AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with...


  • Bromsgrove, United Kingdom AFH Financial Group Full time

    **Investment Team Supervisor** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. The role will require you to supervise and oversee the administration of client reports. Ensuring all processes and procedures are followed and to a compliant standard, to support the effective delivery of the...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with...


  • Bromsgrove, United Kingdom Bell Cornwall Recruitment Full time

    **Corporate Administrator** **Bromsgrove** **Ref: NT/BCR/10380** The Role: - To record client data relating to investment holdings - To support the investment support supervisors with tasks - Delivery of reports efficiently - Responding to low risk inbox queries - Abiding to procedures in relation to anti money laundering and data security - Good working...

  • Ifa Administrator

    1 month ago


    Bromsgrove, United Kingdom Independent Resourcing Consultancy Full time

    **IFA Administrator**: - Job Reference: 1449 - Date Posted: 26 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: Bromsgrove - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent...

  • IFA Administrator

    1 day ago


    Bromsgrove, United Kingdom Premier Jobs UK Limited Full time

    This hybrid based IFA Administrator job in Bromsgrove is an opportunity to join a respected financial planning firm.You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • Administrator

    2 weeks ago


    Bromsgrove, United Kingdom Bell Cornwall Recruitment Full time

    **Administrator** Location: Bromsgrove Reference: BCR/KM/10380 Bell Cornwall Recruitment currently have an exciting opportunity for an experienced Administrator to join a well-established Financial Firm based in Bromsgrove! This would suit an individual who is looking for the next step in their administration career. **Responsibilities** - Book and...

  • Administrator

    6 days ago


    Bromsgrove, United Kingdom Bell Cornwall Recruitment Full time

    **Administrator** Location: Bromsgrove Reference: BCR/KM/10380 Bell Cornwall Recruitment currently have an exciting opportunity for an experienced Administrator to join a well-established Financial Firm based in Bromsgrove! This would suit an individual who is looking for the next step in their administration career. **Responsibilities** - Book and...