Investment Administrator

7 days ago


London, United Kingdom Meraki Full time

**Investment Administrator**

**(6-month FTC)**

**London (Hybrid)**

**Excellent Salary**

We are currently recruiting for an investment administrator on behalf of a boutique Asset Management firm based in the City of London. Our client is currently working on outsourcing their transfer agency work and require assistance with cleaning the existing client database.

The role sits within the Client Service Team which is responsible for administrative relationship with current and potential clients.

This is an excellent opportunity for someone who is looking to kick start their career in asset management and gain exposure to an outsourcing project along with an AML remediation project running alongside it.

Not only will you have an excellent salary, but you will also get the 1-2-1 training you need to jump start your career in financial services. This is a client facing role, so you will have a wealth of opportunities to develop your professional skills.

**The Investment Administrator duties will include **
- Assisting and communicating with clients for tasks related to the AML remediation project
- Investigating and locating new charity personnel when correspondence has been returned to us.
- Attaining up to date information and ensure records are updated
- Investigating matches to Politically Exposed Persons (PEPs).
- Supporting the team with ad hoc data cleanse projects.

**To be successful in this role you must have**
- Proven data entry experience
- Previous banking or financial services experience
- Attention to detail
- Ability to work under pressure and meet deadlines
- Excellent MS Office skills



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

    About The RoleOverviewSupport the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS).Key Service & Administrative ResponsibilitiesClient Servicing & Administrative...


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

    OverviewSupport the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS).   Key Service & Administrative Responsibilities   Client Servicing & Administrative...


  • London, United Kingdom Seven Investment Management Full time

    **About The Role**: **Purpose** - Provide support to the Self Invest proposition and take responsibility to ensure the desk runs efficiently - Speaking to self-invested clients to take orders and instructions to buy or sell securities, answer general queries **Responsibilities** - Execute buy & sell trade instructions for self invested clients - Organise...


  • City Of London, United Kingdom Seven Investment Management LLP Full time

    Support the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS). Key Service & Administrative Responsibilities Act as a primary point of contact for IFAs and clients....


  • London, United Kingdom Montpellier Resourcing Full time

    Up to £35,000 plus excellent bonus and benefitsHybrid working availableDue to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to...


  • London, United Kingdom Investec Full time

    We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...


  • London, United Kingdom Quilter Business Services Full time

    **What the Hiring Manager says** "This is a unique opportunity to join a friendly and ambitious team for a fixed term in an interesting and varied role, predominantly working for a single investment manager but also being on hand to support other investment managers at times. We are a team of 6 investment managers and 6 support staff, with a large and varied...


  • London, United Kingdom Investec Full time

    We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...


  • London, United Kingdom Quilter Full time

    About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and...


  • London, United Kingdom Rathbones Full time

    Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be...