Investment Administrator
3 days ago
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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:
- 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 the Head of Business Research.
- 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.
- The Investment Audit Team is split into 3 areas which you will be closely involved with.
- You will also be required to complete Data Capture Forms pertaining to the IAs.
- Adhering to the Company's Service Excellence, you will be expected to always provide exceptional client service.
- The client is at the heart of our values and therefore all communication should be clear, polite, and written in concise Plain English.
- Within the overall proposition, retain a conscientious approach to conducting the Audits to a consistently high standard.
- Monitor the Investment Audit inbox for ad hoc requests and answer queries promptly.
- 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.
- Understand the importance of the Investment Audit.
- Work closely with other Paraplanners and Paraplanner Team Leaders to share ideas and best practice.
Experience and Qualifications:
- Relevant experience of working in investment operations, including a basic understanding of ISA's, SIPP's and General Investment accounts.
- Experience of dealing with functions associated with the purchase of unit trusts / OEICs would be advantageous.
- Experience of working with the Pershing Nexus Complete system would be an advantage though not essential as training will be provided.
- 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.
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