Investment Administrator
6 days ago
We are working with a leading financial services business to recruit an Investment Administrator.
About the Business
This 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 to work due to its company culture and benefits package.
The organisation has a large team of employees across a network of offices, with a strategic objective of providing sustainable financial solutions to help address social, economic, and environmental challenges. They have a culture that values and respects every employee, from top to bottom.
About the Role
As Investment Administrator, you will be part of a small, close-knit team and be responsible for:
- Working closely with Financial Planners and clients to provide exceptional customer service
- Preparing and processing all new client documentation and amendments
- Monitoring transfers of assets/cash from other institutions
- ISA subscriptions and transfers
- Payment processing activity and ongoing fee processing and monitoring relating to new and existing clients within agreed SLAs
- Ensuring all client records are accurate and up-to-date on the system
Requirements
To be successful in this role, you must have:
- Experience in a financial services administration role, ideally in wealth management
- A high level of attention to detail
- Ability to work to tight deadlines and prioritise effectively
- Strong team player with ability to work independently
- Excellent communication skills, both written and verbal
- Strong customer service mindset
What We Offer
Your package will include:
- Salary offering up to £25,000-30,000
- Private medical insurance
- Stakeholder pension contribution
- 25 days holiday (purchase additional holiday)
- Discretionary bonus scheme
- Salary sacrifice scheme including cycle to work, save as you earn
- Gym discounts
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