Investment Support Administrator
2 weeks ago
We have an opportunity for an organised and conscientious Administrator to deliver a high level of service to the Investment team. Organised and professional, you will provide exceptional administrative support and carry out Customer Due Diligence (CDD) checks at initial stages of the investment process, including online ID checks and credit searches. You will assist with investment processes, maintaining documentation and ensure that all relevant information is accessible prior to the drawdown of a loan. Working to tight timescales, you will ensure the Customer Relationship Management (CRM) system is kept up to date and will provide administrative support in the handover process of new investments to the portfolio team. You will have excellent IT skills and will be able to capture and maintain data for reports, as well as coordinate and facilitate team meetings. Customer-focused with great attention to detail, you will manage customer requests and queries during the life of the loan.
Customer-focused with experience in an administrative role, you will have great attention to detail and always ensure 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 systems. You will be able to juggle a variety of tasks simultaneously and adapt to any sudden changes in the priorities, organising your own workload and working to regulated policies and procedures. Ideally, you will have knowledge or an interest in financial environment and will be keen to develop your own growth and career. You will be educated to GCSE (Grade C / Grade 4 or above) / NVQ or equivalent).
-
Investment Support Administrator
7 days ago
Manchester, United Kingdom FW Capital Full timeWe have an opportunity for an organised and conscientious Administrator to deliver a high level of service to the Investment team. Organised and professional, you will provide exceptional administrative support and carry out Customer Due Diligence (CDD) checks at initial stages of the investment process, including online ID checks and credit searches. You...
-
Investment Support Administrator
1 week ago
Manchester, United Kingdom Oval Recruit Full timeInvestment Support Administrator - Award winning Investment ManagersManchester | £25,000 Basic - A leading UK Private Client Investment Management Company who regularly appear in the UK's Top 100 Companies to work for and have won numerous industry awards for excellence are looking to recruit a highly competent individual. Working in their growing...
-
Investment Administrator
4 weeks ago
Manchester, United Kingdom Heat Recruitment Full time**Overview**: A highly regarded national Wealth Management firm are looking to bolster their support function at their well-established offices in Leeds 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...
-
Investment Administrator
1 week ago
Manchester, United Kingdom Jane Deane Recruitment Limited Full timeInvestment Administrator required for IFA practice based in Manchester City Centre. The role involves administering investments using internal systems and procedures. **Duties** Producing valuations Placing trades Cash and stock reconciliation Establishing new accounts Processing contract notes Answering the telephone Dealing with...
-
Investment Administrator
4 weeks ago
Manchester, United Kingdom Heat Recruitment Ltd Full timeInvestment AdministratorManchesterBasic to £40,000 plus excellent packageOverview:A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.What you will do: The Investment Administrator role is required to assist...
-
Investment Administrator
2 months ago
Manchester, United Kingdom Heat Recruitment Ltd Full timeInvestment AdministratorManchesterBasic to £40,000 plus excellent packageOverview:A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.What you will do: The Investment Administrator role is required to assist...
-
Investment Administrator
1 week ago
Manchester, United Kingdom Jane Deane Recruitment Limited Full timeInvestment Administrator required for IFA practice based in Manchester City Centre.The role involves administering investments using internal systems and procedures.DutiesProducing valuationsPlacing tradesCash and stock reconciliationEstablishing new accountsProcessing contract notesAnswering the telephoneDealing with postRequirements:Previous IFA or...
-
Investment Administrator
1 week ago
Manchester, United Kingdom Page Personnel Finance Full timeThis role is an exciting new Investment Administrator opportunity within a banking and financial services environment. This would be a great step for anyone who is looking for their next move within the industry, and offers a lot of chance for personal progressionand development.This job has a lot to offer for someone who is eager to take every opportunity...
-
Investment Support Administrator
2 weeks ago
Manchester, United Kingdom Oval Recruit Full timeInvestment Support Administrator - Award winning Investment Managers Manchester | £25,000 Basic - A leading UK Private Client Investment Management Company who regularly appear in the UK’s Top 100 Companies to work for and have won numerous industry awards for excellence are looking to recruit a highly competent individual. Working in their growing...
-
Investment Administrator
4 weeks ago
Manchester, United Kingdom Idex Full timeMy client is a national Investment Management firm and they are looking for an experienced Investment Administrator to join their busy office in the heart of Manchester city centre. Key responsibilities include; - Assist and prepare reports, correspondence and other relevant documentation including investment proposals - On-board new clients and collate...
-
Senior Investment Administrator
3 weeks ago
Manchester, United Kingdom Page Personnel Full timeA Senior Investment Administrator is being recruited to join a brilliant firm based in Manchester city centre. Client DetailsAn award-winning investment management and financial planning firm, the company will offer you a great working environment, where you will feel you will be able to meet your personal professional goals. They have a very unique culture...
-
Senior Investment Administrator
1 month ago
Manchester, United Kingdom Page Personnel Full timeA Senior Investment Administrator is being recruited to join a brilliant firm based in Manchester city centre. Client DetailsAn award-winning investment management and financial planning firm, the company will offer you a great working environment, where you will feel you will be able to meet your personal professional goals. They have a very unique culture...
-
Senior Investment Administrator
4 weeks ago
Manchester, United Kingdom Page Personnel Full timeA Senior Investment Administrator is being recruited to join a brilliant firm based in Manchester city centre. Client DetailsAn award-winning investment management and financial planning firm, the company will offer you a great working environment, where you will feel you will be able to meet your personal professional goals. They have a very unique culture...
-
Senior Investment Administrator
2 weeks ago
Manchester, United Kingdom Page Personnel Full timeA Senior Investment Administrator is being recruited to join a brilliant firm based in Manchester city centre.Client DetailsAn award-winning investment management and financial planning firm, the company will offer you a great working environment, where you will feel you will be able to meet your personal professional goals. They have a very unique culture...
-
Senior Investment Administrator
1 month ago
Manchester, United Kingdom Page Personnel Full timeA Senior Investment Administrator is being recruited to join a brilliant firm based in Manchester city centre. Client Details An award-winning investment management and financial planning firm, the company will offer you a great working environment, where you will feel you will be able to meet your personal professional goals. They have a very unique...
-
Senior Investment Administrator
4 weeks ago
Manchester, United Kingdom Page Personnel Full timeA Senior Investment Administrator is being recruited to join a brilliant firm based in Manchester city centre. Client Details An award-winning investment management and financial planning firm, the company will offer you a great working environment, where you will feel you will be able to meet your personal professional goals. They have a very unique...
-
Senior Investment Administrator
1 month ago
Manchester, United Kingdom Page Personnel Full timeA Senior Investment Administrator is being recruited to join a brilliant firm based in Manchester city centre. Client Details An award-winning investment management and financial planning firm, the company will offer you a great working environment, where you will feel you will be able to meet your personal professional goals. They have a very unique...
-
Senior Investment Administrator
4 weeks ago
Manchester, United Kingdom Page Personnel Full timeA Senior Investment Administrator is being recruited to join a brilliant firm based in Manchester city centre. Client Details An award-winning investment management and financial planning firm, the company will offer you a great working environment, where you will feel you will be able to meet your personal professional goals. They have a very unique...
-
Platform Investments Administrator
3 weeks ago
Manchester, United Kingdom AJ Bell Full time**Job Description**: We are now recruiting a Platform Investments Administrator to join our Operations department. The purpose of the role is provide excellent customer service to customers through setting up, running and reviewing trades and ensuring all securities are accurately priced. You will also maintain the integrity of the systems and customer...
-
Platform Investments Administrator
3 weeks ago
Manchester, United Kingdom AJ Bell Full timeWe are now recruiting a platform investments administrator to join our operations department. The purpose of the role is provide excellent customer service to customers through setting up, running and reviewing trades and ensuring all Securities are accurately priced. You will also maintain the integrity of the systems and customer facing data and will also...