Investment Administrator

3 weeks ago


London, United Kingdom MB Fitzgerald Full time

**Key Responsibilities**:

- Managing client portfolios, including investment transactions and portfolio rebalancing
- Maintaining accurate client records and ensuring all regulatory requirements are met
- Assisting with the preparation of client reports and presentations
- Communicating with clients, providing updates and answering any queries they may have
- Supporting senior staff with ad-hoc projects and tasks

**Requirements**:

- At least 1 year of experience working in financial services
- Strong organizational and attention to detail skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced and dynamic environment
- Knowledge of financial products and regulations
- Relevant industry qualifications (e.g. IMC, CII) are preferred but not essential

This is a fantastic opportunity for n individual on the upward curve of their career to take the next step in their career within the wealth management sector. We offer competitive salary packages, flexible working arrangements, and opportunities for professional development.

If you are passionate about the financial services industry and are seeking a challenging and rewarding role, we would love to hear from you.



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