Investment Administrator

3 weeks ago

Christchurch, United Kingdom Dovetail Recruitment Full time

**Investment Administrator Job in Christchurch**

**Duties and Responsibilities**:

- Distribution of letters of authority and collating policy information from providers
- Fund performance analysis
- Maintaining client platform accounts, sale and subscribe, rebalancing and withdrawals and cash balances
- Supporting the review process including assisting in the preparation of documentation ahead of client appointments
- General administration and servicing including processing death certificates and changes to client personal in-formation
- Recommending improvements to administration processes to increase efficiency
- Maintaining strict confidentiality and adhering to FCA regulations and internal policy and procedure is paramount

**Skills and Experience**
- A background working within finance
- Excellent administrative and processing skills
- Superb communication skills, both verbal and written
- Accurate and organised
- Computer literate

**Salary and Benefits**
- A salary of £26,000 per annum
- Working 35 - 37 hours per week Monday to Friday and a flexible start time between 8.00 am - 6.00 pm
- Currently operating a flexible hybrid working pattern between the Christchurch office and home
- 25 days holiday plus Bank Holidays
- Pension: 3% of gross salary
- Private Medical Insurance: after 6 months service

**Job Types**: Part-time, Permanent

**Salary**: £26,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Christchurch: reliably commute or plan to relocate before starting work (required)

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