Investment Administrator

3 days ago


London, Greater London, United Kingdom TN United Kingdom Full time

Social network you want to login/join with:

Client:Location:

London, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

bdd2d30bcbbb

Job Views:

107

Posted:

14.03.2025

Expiry Date:

28.04.2025

Job Description:

Investment Administrator - London

Our client is looking for a new Investment Administrator in this London/hybrid working role.

Key responsibilities:

  1. You will be part of the Central Paraplanning Team working closely with the Paraplanning Manager.
  2. In addition to this, you will work closely with colleagues in the Investment Research Team including the Head of Business Research.
  3. The Investment Audits (IA) are a central part of assessing suitability and used in providing data for acquisitions and PBOs. They use a pre-determined format populated by financial data obtained from an external data provider.
  4. The Investment Audit Team is split into 3 areas which you will be closely involved with.
  5. You will also be required to complete Data Capture Forms pertaining to the IAs.
  6. Adhering to the Company's Service Excellence, you will be expected to always provide exceptional client service.
  7. The client is at the heart of our values and therefore all communication should be clear, polite, and written in concise Plain English.
  8. Within the overall proposition, retain a conscientious approach to conducting the Audits to a consistently high standard.
  9. Monitor the Investment Audit inbox for ad hoc requests and answer queries promptly.
  10. Constantly maintain the IA workflow to be able to deliver and report on the various tasks. This ensures all internal interested parties can easily review the status of each client.
  11. Understand the importance of the Investment Audit.
  12. Work closely with other Paraplanners and Paraplanner Team Leaders to share ideas and best practice.

Experience and Qualifications:

  1. Relevant experience of working in investment operations, including a basic understanding of ISA's, SIPP's and General Investment accounts.
  2. Experience of dealing with functions associated with the purchase of unit trusts / OEICs would be advantageous.
  3. Experience of working with the Pershing Nexus Complete system would be an advantage though not essential as training will be provided.
  4. Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences.
#J-18808-Ljbffr
  • Investment Officer

    4 days ago


    London, Greater London, United Kingdom Asian Infrastructure Investment Bank Full time

    Investment Officer - Asian Infrastructure Investment BankThe Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond - infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide....

  • Investment Officer

    3 days ago


    London, Greater London, United Kingdom Asian Infrastructure Investment Bank (AIIB) Full time

    The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond—infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We are capitalized at USD100 billion and AAA-rated by the...

  • Investment Director

    6 days ago


    London, Greater London, United Kingdom Seven Investment Management LLP Full time

    To manage, develop and service a panel of qualified existing / new IFAs and clients within the designated region who utilise the 7IM Discretionary and Retirement Income Service (RIS).ResponsibilitiesWork in conjunction with the regional Business Development Managers to sign-up new IFA firms to use the 7IM Discretionary and RIS services.Take the lead for...


  • London, Greater London, United Kingdom Recruit UK | Certified B Corp Full time

    Job Title: Investment AdministratorIndustry: Financial ServicesLocation: LondonSalary: up to £32,000Job Reference: 9579Recruit UK is looking for an Investment Administrator to join a distinguished wealth management firm based in London. Renowned for its professionalism in wealth management and financial planning, this firm is dedicated to building lasting...


  • London, Greater London, United Kingdom Evelyn Partners Limited Full time

    Office Location: Glasgow (177 Bothwell Street)Company DescriptionEvelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Full time

    Investment Administrator - London Our client is looking for a new Investment Administrator in this London/hybrid working role. Key responsibilities: You will be part of the Central Paraplanning Team working closely with the Paraplanning Manager. In addition to this, you will work closely with colleagues in the Investment Research Team including...


  • London, Greater London, United Kingdom JJ SEARCH LIMITED Full time

    This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeSALARY 40-45KThe CompanyOur client is a Wealth Management company based in the City of London, highly recognised with a fantastic reputation.The RoleThe Senior Investment Administrator / Investment...


  • London, Greater London, United Kingdom JJ Search Full time

    Job Description The ClientA well-established Wealth management firm operating with HNW clientele.The RoleThe Senior Portfolio Administrator will be experienced in Portfolio Administration / Investment Administration and will support the Portfolio Management team in supplying investment management services.You will be the most experienced Portfolio...


  • London, Greater London, United Kingdom TN United Kingdom Full time

    Social network you want to login/join with:Investment Administrators are one of the first points of contact for dealing with queries from our clients as well as providing timely and valuable admin support to our Investment Managers and Executives.The most common queries and tasks you would be dealing with are:Supporting the onboarding of new...


  • London, Greater London, United Kingdom AFH Financial Group. Full time

    Location: Bromsgrove, Worcestershire, United KingdomInvestment Operations AdministratorA fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a...


  • London, Greater London, United Kingdom FY Recruitment Full time

    Administrator – Fantastic City Investment Management Firm£35k plus great benefitsHybrid working - state of the art offices with onsite gymGreat career development opportunityOur client is one of the UK's leading investment management firms based in the city, looking for a Sales Administrator to support their wealth and asset management sales team. This...


  • London, Greater London, United Kingdom Seven Investment Management LLP Full time

    Prime responsibilities will include assisting our 7iM Dealers with execution related administration on behalf of the 7IM Funds, Platform & Advisor.ResponsibilitiesDeal AdministrationMeet the daily trade reporting obligations and requirements of the IM and JO books.Assist our internal front office teams with query resolution, providing an unrivalled...


  • London, Greater London, United Kingdom Seven Investment Management LLP Full time

    Prime responsibilities will include assisting our 7iM Dealers with execution related administration on behalf of the 7IM Funds, Platform & Advisor.ResponsibilitiesDeal AdministrationMeet the daily trade reporting obligations and requirements of the IM and JO books.Assist our internal front office teams with query resolution, providing an unrivalled...


  • London, Greater London, United Kingdom AXA Investment Managers Full time

    Junior Project Manager Trainee (Investment 20/20 Program)AXA Investment Managers London, United KingdomCompany OverviewOur ambition is to be a leading responsible asset manager. At AXA IM, our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest...


  • London, Greater London, United Kingdom AXA Investment Managers Full time

    Company OverviewOur ambition is to be a leading responsible asset manager.At AXA IM, our purpose, to act for human progress by investing for what matters, is central to every action we take as a business.As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper.Our conviction-led approach...

  • Investment Analyst

    6 days ago


    London, Greater London, United Kingdom Gambit Search Full time

    Gambit Search are working with a top tier investment firm who are looking to hire an analyst into their London team. This leading practice specialises in distressed investments, focusing on turnaround and restructuring opportunities with a strong track record of reviving under-performing businesses.This offers a great career opportunity for those currently...

  • Investment Broker

    3 days ago


    London, Greater London, United Kingdom Foxtons Full time

    4 days ago Be among the first 25 applicantsOperations Director, Talent Acquisition- Experienced & Senior Hires at FoxtonsJob Title: Residential Investment BrokerDepartment: Residential Development & InvestmentsCompany: FoxtonsLocation: Chiswick HQ and various locations across LondonAbout Us: Foxtons is seeking a driven and enthusiastic individual to join our...

  • Investment Analyst

    7 days ago


    London, Greater London, United Kingdom noa Full time

    Investment Analyst/Associate Role Description:noa is a venture capital firm headquartered in London, investing in pioneering founders and breakthrough technologies that positively transform the largest, least digitised, and most polluting industry globally: the built world. noa's investments span the globe in innovative technology from seed to series B,...


  • London, Greater London, United Kingdom Citigroup Inc. Full time

    The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Associate also serves...

  • Research Analyst

    4 days ago


    London, Greater London, United Kingdom MFS Investment Management Full time

    Research Analyst - MFS Investment ManagementAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us...