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...

This role is an exciting new Investment Administrator opportunity within a banking and financial services environment. This would be a great step for anyone who is looking for their next move within the industry, and offers a lot of chance for personal progressionand development. This job has a lot to offer for someone who is eager to take every opportunity...

My client is a national Investment Management firm and they are looking for an experienced Investment Administrator to join their busy office in the heart of Manchester city centre. Key responsibilities include; - Assist and prepare reports, correspondence and other relevant documentation including investment proposals - On-board new clients and collate...

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.

AJ Bell Management Limited is a leading investment platform business in the UK, offering innovative solutions for investors.We have a fantastic opportunity for an Administrative Coordinator - Investments to join our team.About the Job:This role involves providing administrative support to our investments team, ensuring the smooth running of day-to-day...

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,...

**FINANCIAL PLANNING & INVESTMENT ADMINISTRATOR** **SALARY UP TO £25,000** **MANCHESTER AIRPORT - FREE PRIVATE PARKING** **2 DAYS HOME, 3 DAYS OFFICE** **FLEXI WORKING HOURS** Our Client, a firm of Independent Financial Advisers & Investment Managers based in Manchester are looking to recruit a new Administrator to complement their expanding team. They...

AJ Bell Management Limited is seeking a highly skilled Investment Platform Administrator to join our team. The successful candidate will be responsible for providing excellent customer service, ensuring the integrity of our systems and customer-facing data, and investigating trading queries.Key Responsibilities:Execute trades accurately and...

Investment Support Administrator - Award winning Investment Managers Manchester | £25,000 Basic - A leading UK Private Client Investment Management Company who regularly appear in the UK’s Top 100 Companies to work for and have won numerous industry awards for excellence are looking to recruit a highly competent individual. Working in their growing...

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...

This is a brilliant opportunity for an Investment Analyst to join a financial planning and wealth management practice with a brilliant reputation. You will provide support to the Client Investment Oversight function and Client Investment Manager. **Responsibilities**: - Driving the investment switching process and follow up administration to include -...

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...

Trainee Investment Management As one of the UK's largest discretionary investment management firms, this business has managed bespoke investment portfolios for individuals and families for generations. The graduate programme is a structured training programme.Our aim as an investment service is to understand the needs of our clients and create tailored...

Our CompanyAJ Bell Management Limited is a well-established investment platform business in the UK, dedicated to making investing easier for our customers. We offer a range of award-winning solutions and have over 484,000 customers across the country.Job SummaryWe are seeking an experienced Administration Assistant to join our investments team. The...

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...

**A bit about the role...** Working in a team with Tracy Back our Head of Chief Investment Office and Lucy Horrocks and Will Davey, the Analyst - Chief Investment Office will play a critical role in delivering key Investment activities and Homes England priorities. You will be joiningour small but friendly and highly experienced team who are committed to...