Investment Administrator

2 weeks ago


Leeds, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Leeds
£23000 - £28000
27/02/2023
NJR13392

DESCRIPTION

Investment Administrator
Leeds

NJR Recruitment are delighted to be recruiting for a leading IFA firm based on the outskirts of south Leeds, who are now recruiting for an experienced Investment Administrator to join their growing team.
Working closely with the investments committee, this is a great role for anyone with a good eye for detail and a knowledge of investment products. This is also a growing department so could be an excellent option for anyone wanting to progress within the investment field.

Providing full administration support to the Investment team, duties will include:
Building and management of client portfolios
Taking minutes of meetings
Preparing of communications to clients
Arranging meetings and inviting attendees
Ensuring client information is kept updated
Liaising with product providers

What we need from you?
Excellent attention to detail
Strong communication skills with both clients and external providers
Good organisational and planning skills
A good knowledge of investment products for example ISAs, bonds, GIAs etc
It would be a benefit to be familiar with a range of providers and the use of FE Analytics

What's in it for you?
Company pension scheme
25 days holiday + Bank Holidays
Free parking
Discretionary bonus scheme
Financial support towards relevant qualifications
Hybrid working - Ability to work some days at home
Death in service
Wellbeing support
Modern office environment
Paid volunteering days
Private medical insurance



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