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Investment Administrator

4 months ago

Liverpool, United Kingdom Page Personnel Finance Full time

We are working with an exciting financial services business based in Liverpool city centre to recruit an Investment Administrator.

**Client Details**

This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business prides itself and providing top class, regulated financialadvice, as well as being a great place to work because of its company culture and benefits package.

**Description**

As Investment Administrator, you will play a key in role in managing all aspects of investment administration, specifically around processing new business, ISA transfers, servicing requests, fee calculations and withdrawals. Daily duties consist of:

- Ensuring the full investment administration lifecycle is delivered in accordance to company policy and procedure
- Monitoring progress of new business through to completion, as well as receipt of funds and initial fees
- Banking and allocation of client money, ensuring FCA guidelines are being met
- Liaising with ceding ISA scheme providers to request ISA transfer monies
- Processing investment/disinvestment instructions relating to new business, additional investments, reallocation and withdrawals
- Carrying out all aspects of general investment and ISA administration
- Competing fee and other complex calculations
- Providing a timely, pro active and high quality services to clients at all times
- Assisting with investigation of complex cases
- Assisting with collating of information for regulatory reporting
- Handling queries from clients, advisers and external service providers
- Identifying risks and breaches
- Processing complaints

**Profile**
- Ability to work on your own and be self-motivated
- Excellent communication skills
- Excellent attention to detail and work to a high level of accuracy
- Experience of relevant investment administration
- Solid knowledge of investment processes and knowledge of ISAs ideally
- Worked in a FCA regulated environment previously
- Proficient with Microsoft Office packages
- Strong time management skills and ability to prioritise workloads
- Strong team ethic

**Job Offer**

Your package will include:

- Salary offering £25,000
- Discretionary bonus scheme
- Workplace pension
- 25 days holiday
- Private medical insurance
- Denplan, eyecare, flu vaccinations
- Option for corporate ISA
- And many more