Investment Administrator

1 week 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 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



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