Investment Administrator

2 weeks ago


Birmingham, United Kingdom Bell Cornwall Recruitment Full time

**Investment Administrator**

Reference: BCR/KM/9942

Location: Birmingham

**Salary**: £22,000 - £28,000

Bell Cornwall recruitment have an exciting opportunity for an Investment Administrator to join a leading Financial Services company based in Birmingham City Centre. This would be a fantastic opportunity for an individual who is passionate about investments and would like to develop their career further

**Responsibilities**
- Overall support to Investment Managers
- Diary management and booking meetings
- Updating of internal systems
- Oversee management of client annual reviews and portfolio reviews
- Assist with portfolio reports
- Client on boarding
- Preparation of platform withdrawals/ fund switches / transactions
- Preparing client meeting packs for advisers
- Experience within Financial Services / Investments
- Excellent attention to detail
- Good communication skills both verbally and written
- Passionate about investments and offering exceptional support
- Able to work well in a high pressure environment

**Interested? Please click the ‘APPLY’ button now**

**BELL CORNWALL RECRUITMENT**
- We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life._
- Love Work Be Happy_

**PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales**

Job Information
- Job Reference: BCR/KM/10196_1676564487
- Salary:

- Salary From: £22000
- Salary To: £28000
- Job Industries: Administration Jobs,Finance Jobs
- Job Locations: Birmingham, West Midlands
- Job Types: Permanent

**Name**
***
***

Please enter your full name.

***
***

**Cover Letter**
***
Add your cover letter for supporting information here.

**Upload a CV**
***
***

**Please tick this box to consent to us using your data. How we use your data is outlined in our**
**privacy policy**
***
***

Fields marked with
- are required.



  • Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Investment Administrator 12 month Fixed Term Contract £25,000 to £28,500 Birmingham City Centre Ref: JC/BCR/11145 Bell Cornwall Recruitment has been instructed on an exciting opportunity for an experienced Investment Administrator eager to work for one of Birmingham's leading Investment Management and Financial Planning companies in the heart of...


  • Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Investment Administrator12 month Fixed Term Contract£25,000 to £28,500Birmingham City CentreRef: JC/BCR/11145Bell Cornwall Recruitment has been instructed on an exciting opportunity for an experienced Investment Administrator eager to work for one of Birmingham's leading Investment Management and Financial Planning companies in the heart of the City...


  • Birmingham, United Kingdom MB Fitzgerald Full time

    **Investment Administrator - Birmingham - Salary Negotiable to £30,000 plus company benefits** MBF are currently working with a National Wealth & Investment Management organisation who are looking to recruit a Client Services Administrator to support their Investment Management team. The role is focused on being the primary point of contact for clients,...


  • Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Investment Administrator 12 month Fixed Term Contract £25,000 to £28,000 Birmingham City Centre Ref: JC/BCR/11077 Bell Cornwall Recruitment has been instructed on an exciting opportunity for an experienced Investment Administrator eager to work for one of Birmingham’s leading Investment Management and Financial Planning companies in the heart of the...


  • Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says We have an exciting opportunity for an Investment Administrator to join our largest teams in the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a very busy wider team, with all administration requirements for investment management services and investment advice to a range...


  • Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a busy wider team and will cover all administration requirements for investment management...


  • Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    **Investment Administrator** Reference: BCR/KM/10453 Location: Birmingham City Centre (Hybrid Working) **Salary**: £22,000 - £27,000 Bell Cornwall recruitment have an exciting opportunity for an Investment Administrator to join a leading Financial Services company based in Birmingham. This would be a fantastic opportunity for an individual who is...


  • Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    **Investment Administrator** Reference: BCR/KM/9942 Location: Birmingham **Salary**: £22,000 - £28,000 Bell Cornwall recruitment have an exciting opportunity for an Investment Administrator to join a leading Financial Services company based in Birmingham City Centre. This would be a fantastic opportunity for an individual who is passionate about...


  • Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    **Investment Administrator** BCR/AK/10397 Birmingham City Centre - Hybrid working, 2 days in 3 out £22,000-28,000 per Annum Bell Cornwall Recruitment are pleased to be recruiting for an Investment Administrator position at a fantastic Financial Services company in Birmingham City centre. **Investment Administrator Role**: - Supporting Investment...


  • Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join one of our largest teams in the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a very busy wider team, and will cover all administration requirements for...


  • Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a busy wider team and will cover all administration requirements for investment management...


  • Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a busy wider team and will cover all administration requirements for investment management...


  • Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a busy wider team and will cover all administration requirements for investment management...


  • Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a busy wider team and will cover all administration requirements for investment management...


  • Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a busy wider team and will cover all administration requirements for investment management...


  • Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a busy wider team and will cover all administration requirements for investment...


  • Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a busy wider team and will cover all administration requirements for investment management...


  • Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    **Investment Administrator** **Location: Birmingham** **Salary: £24,000 - £28,000** **Bell Cornwall Recruitment have a New exciting Role...** **Role and Responsibilities**: - Assist with portfolio reports alongisde client on boarding - Preparation of platform withdrawals/ fund switches / transactions - Preparing client meeting packs for advisers -...


  • Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    **Investment Administrator** **Location: Birmingham** **Salary: £24,000 - £28,000** **Bell Cornwall Recruitment have a New exciting Role** **Role and Responsibilities**: - Assist with portfolio reports alongisde client on boarding - Preparation of platform withdrawals/ fund switches / transactions - Preparing client meeting packs for advisers -...


  • Birmingham, United Kingdom NJR Recruitment Full time

    **PENSIONS & INVESTMENTS ADMINISTRATOR (IFA Firm)** **BIRMINGHAM** **£25,000 - £30,000** **Responsibilities**: - Processing new Business, Client Illustrations and Valuations - Maintain customer/policy records through the customer management system and associated it solutions - Dealing with client inquiries in a swift and timely manner, liaising with...