Current jobs related to Investment Administrator - Birmingham - Bell Cornwall Recruitment

  • Investment Administrator

    1 week ago

    Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Job Title: Investment AdministratorJob Type: Full-timeLocation: Birmingham City CentreJob Description:We are seeking an experienced Investment Administrator to join our team at a Wealth Management Company in Birmingham City Centre. As an Investment Administrator, you will be responsible for providing administrative support to our investment managers,...

  • Investment Administrator

    1 week ago

    Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Job Title: Investment AdministratorJob Type: Full-timeLocation: Birmingham City CentreJob Description:We are seeking an experienced Investment Administrator to join our team at a Wealth Management Company in Birmingham City Centre. As an Investment Administrator, you will be responsible for providing administrative support to our investment managers,...

  • Investment Administrator

    3 months ago

    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...

  • Investment Administrator

    1 week ago

    Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Job Title: Assistant Investment ConsultantJob Type: Full-timeIndustry: Financial ServicesCompany: Bell Cornwall RecruitmentLocation: RemoteJob Description:Job Summary:Bell Cornwall Recruitment is seeking an experienced Investment Administrator to join our team. As an Investment Administrator, you will be responsible for providing administrative support to...

  • Investment Administrator

    1 week ago

    Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Job Title: Assistant Investment ConsultantJob Type: Full-timeIndustry: Financial ServicesCompany: Bell Cornwall RecruitmentLocation: RemoteJob Description:Job Summary:Bell Cornwall Recruitment is seeking an experienced Investment Administrator to join our team. As an Investment Administrator, you will be responsible for providing administrative support to...

  • Investment Administrator

    7 days ago

    Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Job Title: Investment AdministratorJob Type: Full-timeLocation: Birmingham City CentreJob Description:We are seeking an experienced Investment Administrator to join our team at a Wealth Management Company in Birmingham City Centre. As an Investment Administrator, you will be responsible for providing administrative support to our investment managers,...

  • Investment Administrator

    7 days ago

    Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Job Title: Investment AdministratorJob Type: Full-timeLocation: Birmingham City CentreJob Description:We are seeking an experienced Investment Administrator to join our team at a Wealth Management Company in Birmingham City Centre. As an Investment Administrator, you will be responsible for providing administrative support to our investment managers,...

  • Investment Administrator

    3 months ago

    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...

  • Investment Administrator

    4 days ago

    Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Investment Administrator Job DescriptionBell Cornwall Recruitment is seeking an experienced Investment Administrator to join a Wealth Management Company in Birmingham City Centre.Key Responsibilities:Support investment managers in providing investment services to clientsMaintain accurate information on the CRM systemPrepare high-quality documents for client...

  • Investment Administrator

    4 days ago

    Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Investment Administrator Job DescriptionBell Cornwall Recruitment is seeking an experienced Investment Administrator to join a Wealth Management Company in Birmingham City Centre.Key Responsibilities:Support investment managers in providing investment services to clientsMaintain accurate information on the CRM systemPrepare high-quality documents for client...

  • Investment Administrator

    2 days ago

    Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Investment Administrator Job DescriptionBell Cornwall Recruitment is seeking an experienced Investment Administrator to join our team in Birmingham City Centre.Key Responsibilities:Support investment managers in providing investment services to clientsMaintain accurate information on the CRM systemPrepare high-quality documents for client meetings, including...

  • Investment Administrator

    2 days ago

    Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Investment Administrator Job DescriptionBell Cornwall Recruitment is seeking an experienced Investment Administrator to join our team in Birmingham City Centre.Key Responsibilities:Support investment managers in providing investment services to clientsMaintain accurate information on the CRM systemPrepare high-quality documents for client meetings, including...

  • Investment Administrator

    3 months ago

    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...

  • Investment Administrator

    3 weeks ago

    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says Summary We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 3 successful Investment Managers within a busy team and will cover all administration requirements for investment management services and investment advice to a range of...

  • Investment Administrator

    3 weeks ago

    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says Summary We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 3 successful Investment Managers within a busy team and will cover all administration requirements for investment management services and investment advice to a range...

  • Investment Administration Specialist

    3 weeks ago

    Birmingham, United Kingdom Katie Bard Full time

    A distinguished and reputable financial services organization is seeking a knowledgeable individual with a strong background in investments for a dynamic Administrative position. This firm is dedicated to delivering exceptional client service while fostering a culture of accountability among its employees. Your daily responsibilities will include: Providing...

  • Pensions & Investments Administrator

    3 months ago

    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...

  • Client Administrator

    4 months ago

    Birmingham, United Kingdom Idex Full time

    A fantastic opportunity has arisen for an experienced Client Administrator to join a top tier investment management and financial planning practice. The primary duties for this role includes providing support for an Investment Manager Partner ensuring excellent client service is met. This role offers flexibility to work from home and from offices in central...

  • Investment Administrator

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Page Personnel Finance Full time

    We are working with a leading financial services business to recruit an Investment Administrator.About the BusinessThis prestigious financial institution provides expert financial advice to a wide range of clients. With a strong reputation in the industry, the business prides itself on providing top-class, regulated financial advice, as well as a great place...

  • Investment Administration Specialist

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    About the Role:Margetts Fund Management Ltd is seeking a diligent and conscientious Dealing Administrator to work in a professional office environment. The successful candidate will be responsible for delivering high-quality work against tight timescales.Key Responsibilities:Process and authorize investor instructions to buy, sell, and transfer shares in the...

Investment Administrator

3 months 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 investmentsand 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