Investment Administrator
1 week ago
**Investment Administrator**
**Leeds**
**£23,000 - £28,000**
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 theinvestment 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
-
Investment Administrator
4 weeks ago
Leeds, West Yorkshire, United Kingdom Heat Recruitment Full timeInvestment Administrator - Great Leeds AreaBasic up to £40,000 plus excellent packageCompanyA 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...
-
Investment Administrator
4 weeks ago
Leeds, United Kingdom Heat Recruitment Full timeInvestment Administrator - Great Leeds AreaThe experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.Basic up to £40,000 plus excellent packageCompanyA highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds...
-
Investment Administrator
4 weeks ago
Leeds, United Kingdom Heat Recruitment Full timeInvestment Administrator - Great Leeds AreaBasic up to £40,000 plus excellent packageCompanyA 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...
-
Investment Administrator
4 weeks ago
Leeds, United Kingdom Heat Recruitment Full time €40,000Investment Administrator - Great Leeds Area Basic up to £40,000 plus excellent package Company 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...
-
Investment Administrator
4 weeks ago
Leeds, United Kingdom Heat Recruitment Full time €40,000Investment Administrator - Great Leeds Area Basic up to £40,000 plus excellent package Company 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...
-
Investment Administrator
4 weeks ago
Leeds, United Kingdom Heat Recruitment Full timeInvestment Administrator - Great Leeds AreaBasic up to £40,000 plus excellent packageCompanyA 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...
-
Investment Administrator
3 weeks ago
Leeds, United Kingdom Meraki Full time**Investment Administrator** Competitive Salary Permanent Leeds Meraki Talent is currently working with a leading financial services firm looking to hire an Investment Administrator to join the collaborative Leeds-based team. This is an excellent opportunity to join a well-established business offering excellent onward progression opportunities. This is a...
-
Investment Administrator
2 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Investment Administrator** **Leeds** **£23,000 - £28,000** 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...
-
Investment Administrator
3 weeks ago
Leeds, United Kingdom Investec Full time**Investment Administrator - Investec - Leeds** We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to...
-
Property Administrator
2 months ago
Leeds, United Kingdom Smart Investment & Management Full time**Company description**: Smart Investment & Management is committed to being at the forefront of the residential property market while also providing a credible and professional approach. Our aim is to provide the best knowledge and customer service in helping our clients with all of their needs. With over ten years experience in the market, we are here to...
-
Property Administrator
3 weeks ago
Leeds, United Kingdom Smart Investment & Management Full time**Company description**: Smart Investment & Management is committed to being at the forefront of the residential property market while also providing a credible and professional approach. Our aim is to provide the best knowledge and customer service in helping our clients with all of their needs. With over ten years experience in the market, we are here to...
-
Investment Administrator
3 weeks ago
Leeds, United Kingdom NJR Recruitment Full time**Investment Administrator** **Location: Leeds** **Salary: up to £26,000 (Depending on Experience)** NJR Recruitment is delighted to be working with a well-established firm of Financial Planners who have an exciting opportunity for an ambitious and pro-active Investment Administrator to join their offices in Leeds City Centre. This role will be...
-
Investment Administrator
4 weeks ago
Leeds, United Kingdom 4 Resourcing Ltd Full timeOur well-established and growing Independent Financial Consultancy client is now looking to appoint a highly organised and efficient Investment Administrator. This would be a fantastic opportunity for someone with existing experience who is currently working in a similar role looking to progress. **Role & Responsibilities** - Arranging quarterly Investment...
-
Graduate Investment Administrator
2 months ago
Leeds, United Kingdom Meraki Full time**Graduate Investment Administrator** Competitive Salary Permanent Leeds Meraki Talent is currently working with a leading financial services firm looking to hire an Investment Administrator to join the collaborative Leeds-based team. This is an excellent opportunity to join a well-established business offering excellent onward progression opportunities....
-
Graduate Investment Administrator
4 days ago
Leeds, Leeds, United Kingdom Meraki Full timeGraduate Investment AdministratorCompetitive SalaryPermanentLeedsMeraki Talent is currently working with a leading financial services firm looking to hire an Investment Administrator to join the collaborative Leeds-based team. This is an excellent opportunity to join a well-established business offering excellent onward progression opportunities. This is a...
-
Investment Administrator
4 weeks ago
Greater Leeds Area, United Kingdom Heat Recruitment Full timeInvestment Administrator - Great Leeds Area Basic up to £40,000 plus excellent package Company 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...
-
Investment Administrator
4 weeks ago
Greater Leeds Area, United Kingdom Heat Recruitment Full timeInvestment Administrator - Great Leeds AreaBasic up to £40,000 plus excellent packageCompanyA 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...
-
Investment Administrator
4 weeks ago
Greater Leeds Area, United Kingdom Heat Recruitment Full timeInvestment Administrator - Great Leeds AreaBasic up to £40,000 plus excellent packageCompanyA 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...
-
Receptionist/investment Administrator
4 weeks ago
Leeds, United Kingdom Investec Full timeWe're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...
-
Investment Administrator/receptionist
4 weeks ago
Leeds, United Kingdom Investec Full timeWe're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...