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Investment Administrator

3 weeks ago

Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time
Recruit UK | Certified B Corp provided pay range

This range is provided by Recruit UK | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Recruit UK is looking for an Investment Administrator to join a distinguished wealth management firm based in Edinburgh. Renowned for its professionalism in wealth management and financial planning, this firm is dedicated to building lasting relationships with clients.

Role Overview

As an Investment Administrator, you will play a pivotal role in ensuring the quality of service is maintained to the highest standards.

Key Responsibilities

  • Administrative Support: Provide support to Investment Managers, Portfolio Managers, clients, and introducers, ensuring smooth operations.
  • Client & Account Management: Handle client queries, process KYC and account amendments, and manage ISA/LISA/JISA subscriptions.
  • Transaction Processing: Facilitate internal/external cash and stock transfers, initiate payments, and ensure Investment Managers are updated.
  • Document & Meeting Preparation: Scan and file post, prepare reports and presentations, and assist with onboarding new clients.
  • Regulatory & Compliance Adherence: Maintain compliance with FCA Conduct Rules while building strong relationships with clients and introducers.

Skills & Experience Required

  • Experience in investment administration within Wealth or Investment Management, with a strong interest in financial services.
  • Strong organisational skills, attention to detail, and ability to prioritise effectively.
  • Excellent communication and engagement skills with clients, advisers, Investment Managers, and stakeholders, driven by a passion for delivering successful outcomes.

Job Title: Investment Administrator

Location: Edinburgh

Salary: up to £31,000

Job Reference: 9574

Seniority level

Associate

Employment type

Full-time

Job function

Administrative

Industries

Investment Management and Financial Services

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