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Investment Administrator

2 months ago

Birmingham, Birmingham, United Kingdom Gleeson Recruitment Group Full time
Investment Administrator Job Description

Gleeson Recruitment Group is seeking a detail-oriented Investment Administrator to support Investment Managers with client administration, transaction processing, and portfolio management.

Key Responsibilities:
  • Process and maintain accurate client records.
  • Handle client queries and prepare reports/valuations.
  • Administer trades, transfers, and settlements.
  • Assist in portfolio administration and monitor cash positions.
  • Ensure compliance with FCA regulations.
  • Maintain data accuracy in CRM and investment systems.
Requirements:
  • Experience in financial services, ideally within investment management.
  • Knowledge of investment products (ISAs, pensions, etc.).
  • Strong attention to detail and accuracy.
  • Proficiency in Microsoft Office; CRM experience is desirable.
  • Strong communication and organisational skills.

Gleeson Recruitment Group is a leading recruitment agency specialising in financial services. We are committed to providing exceptional service to our clients and candidates.