Investment Administrator

6 days 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 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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