Investment Administrator

Investment Administrator required for IFA practice based in Manchester City Centre. The role involves administering investments using internal systems and procedures. **Duties** Producing valuations Placing trades Cash and stock reconciliation Establishing new accounts Processing contract notes Answering the telephone Dealing with...

We have an opportunity for an organised and conscientious Administrator to deliver a high level of service to the Investment team. Organised and professional, you will provide exceptional administrative support and carry out Customer Due Diligence (CDD) checks at initial stages of the investment process, including online ID checks and credit searches. You...

**About the Role:** We are looking for a highly skilled Investment Portfolio Administrator to join our team. Your primary responsibility will be to assist the Head of Investment Solutions in maintaining and enhancing our discretionary managed portfolios.

We are a leading investment platform business in the UK, offering award-winning solutions to our customers. We are now seeking an experienced Administration Assistant to join our investment team and help us deliver exceptional customer service.Job SummaryThe successful candidate will be responsible for providing administrative support to the investment team,...

We are now recruiting a platform investments administrator to join our operations department. The purpose of the role is provide excellent customer service to customers through setting up, running and reviewing trades and ensuring all Securities are accurately priced. You will also maintain the integrity of the systems and customer facing data and will also...

We are looking for a highly skilled Investment Operations Manager to lead our team in delivering exceptional results. As a seasoned professional, you will bring extensive knowledge of investment operations, regulatory requirements, and project management.Your Key Responsibilities:Lead the Investments team in achieving operational objectives, ensuring timely...

AJ Bell Management Limited is a dynamic and award-winning investment platform business in the UK, with over 484,000 customers. We are looking for an experienced Administration Assistant to join our investment team and help us make investing easier for our customers.About the RoleThe successful candidate will be responsible for providing administrative...

Job Title: Financial Planning AdministratorAbout the Role: We are seeking a highly skilled Financial Planning Administrator to join our team in Manchester City Centre. The successful candidate will be responsible for processing new business applications, researching new investments, and providing administrative support to our team of financial planners.Key...

About the RoleWe are seeking an experienced Investment Platform Administrator to join our team and take on key responsibilities in maintaining system integrity, reviewing trades, and ensuring accurate securities pricing.Process trade rebookings and update static data as necessary.Monitor client exposure levels, including short positions and client...

Job Description:We are recruiting an Investment Operations Coordinator to provide exceptional support to our investment operations team at AJ Bell Management Limited. As a key member of our team, you will play a vital role in ensuring the efficient execution of trades and the maintenance of our investment platform.Your responsibilities will include checking...

Job Title: Investment Platform AdministratorEstimated Salary: £35,000 - £45,000 per annumAbout AJ Bell Management LimitedAJ Bell is a leading investment platform business in the UK, offering innovative solutions for financial advisers and DIY investors. With over 528,000 customers managing assets totalling more than £83 billion, we strive to make...

Job OverviewThis role requires a detail-oriented Investment Platform Administrator to maintain system integrity, review trades, and ensure accurate securities pricing.Re-book trades and request updates to static data as required.Monitor client exposure levels, including short positions and client debtors.Liaise with internal teams to deliver excellent...

** FINANCIAL ADVISER ADMINISTRATOR** **LOCATION : CENTRAL MANCHESTER** **SALARY: UP TO 30,000 + BENEFITS** **HYBRID WORKING PATTERN** our Client are Ranked in the Top 50 UK Advisers. They are an Award Winning Firm of Chartered Financial Planners, and offer up an excellent reputation in the Market. Duties will consist of; Checking policy...

**Job Description**: We're now looking for an Administration Assistant to join the investment team. The purpose of this role is to provide a high level of organisational and administrative support for Investments Director, Head of Product and wider investments team. **What does the job involve?** The key responsibilities of the role are as follows: -...

We are seeking an experienced Administration Assistant to join our investment team at AJ Bell Management Limited, a leading investment platform business in the UK. The ideal candidate will have a strong background in administration and a keen eye for detail.Key ResponsibilitiesBooking travel and accommodation arrangements for the investment teamManaging...

We're looking for a talented Financial Planning Administrator to join our team in Manchester City Centre.About the Role: As a Financial Planning Administrator, you will play a key role in supporting our team of financial planners to deliver exceptional service to our clients. You will be responsible for processing new business applications, researching new...

Investment Operations Analyst RoleCompany: UndisclosedJob Title: Investment Operations AnalystWe are seeking an Investment Operations Analyst to join our Portfolio Management team, supporting the management of diverse investment portfolios. In this role, you will work closely with a collaborative team of Portfolio Managers dedicated to credit portfolios.Key...

**Job Description** Investments Internship - 4 Week Placement** Calling all interns! Are you looking to boost your career prospects after University and are looking for an internship to do so? AJ Bell is an award-winning business in the financial services industry, and we could have just the opportunity for you! Based in Exchange Quay, Manchester we are...

**IFA ADMINISTRATOR** **CENTRAL MANCHESTER - PERFECT LOCATION!** **24000 - 28000 + BENEFITS** Our Client are an established firm of Independent Financial Planners offering unique and sophisticated advice on a range of products, including Pensions & Investments. Based in a convenient location of Manchester City - right near Deansgate Train Station and on...

**IFA ADMINISTRATOR** **CENTRAL MANCHESTER - PERFECT LOCATION!** **24000 - 28000 + BENEFITS** Our Client are an established firm of Independent Financial Planners offering unique and sophisticated advice on a range of products, including Pensions & Investments. Based in a convenient location of Manchester City - right near Deansgate Train Station and on...