Investment Administrator

2 weeks ago

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 has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

**What is the team like?**

This is an exciting opportunity to join an experienced and friendly team, supporting Investment Managers who manage around £2bn of assets for individuals, families, personal pensions & IFAs.

**What are the key **responsibilities?**
- Main tasks- Carry out full range of administrative duties to support the investment team as a whole.
- General assistance to Investment Managers, answering phones, taking and passing on messages for other team members.
- Liaise with Investment Managers, other administrators and Settlement areas as necessary.
- Develop knowledge of, and comply with, all regulatory and organisational requirements / procedures.
- Proactively develop familiarity with all aspects of client administration.

Role specific tasks- Assist in timely preparation and dispatch of reports and valuations.
- Prepare proposals and assist with client sign-up process.
- Assist in the process of on-boarding clients transferring in from other firms.
- Set-up new clients including stock/cash transfer; close accounts when necessary.
- Liaise with Settlements department in respect of all admin queries and amendments to client information.
- Liaise with Intermediaries adhering to their requests.
- Maintain up-to-date investment administration and regulatory knowledge as appropriate.
- Ensure all activities/actions undertaken meet and comply with compliance standards.
- Filing, photocopying, scanning, binding etc.

**What skills and knowledge are we looking for?**
- Competent at working to deadlines and managing own time.- Flexible attitude to work in response to changing workloads and deadlines within the team.
- Exceptional focus on attention to detail
- Good numerical skills
- Highly IT literate with an ability to learn new systems.
- Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
- Working knowledge of Pulse is desirable but not essential.
- Excellent interpersonal skills with the ability to communicate effectively with Investment Managers and clients.
- Excellent telephone manner.
- Relevant administrative experience in a financial services environment.

  • Investment Administrator

    3 weeks ago

    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...

  • Investment Administrator

    2 weeks ago

    London, United Kingdom mbf. Full time

    Financial Planning arm of a leading Investment Management firm are currently seeking to recruit an Investment Administrator to be based out of their City offices on a hybrid basis. The main purpose of the role will be to invest client monies in a timelyand correct manner, support the advisers with new and ongoing business and all associated...

  • Investment Administrator

    3 days ago

    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...

  • Investment Administrator

    2 weeks ago

    London, United Kingdom Close Brothers Group Full time

    **OVERALL SUMMARY** The Investment Administrator’s primary function is to provide administration service support to the HNW team, managing the coordination and administration of all client related queries ensuring best practice is delivered without exception. They will report directly into the two Investment Directors responsible for the clients, as well...

  • Investment Administrator

    2 weeks ago

    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,...

  • Investment Administrator

    1 week ago

    London, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 6 Months What the Hiring Manager says Level: 2 Department: Quilter Cheviot Location: London Contract type: Fixed Term Contract Contract Duration: 6 months (maternity cover) 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...

  • Investment Administrator

    1 week ago

    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...

  • Investment Management Administrator

    20 hours ago

    London, United Kingdom eFinancial Careers Full time

    **Role**: - High level support to Investment Management RM and their clients. - Supporting the team with proposal writing, portfolio analysis, ongoing suitability requirements and client meeting preparation. - Liaising with clients on behalf of the team, ensuring that all communications are carried out in a professional and courteous manner; - Issue and...

  • Investment Administrator

    2 weeks ago

    London, United Kingdom Walker Crips Full time

    **Aim and purpose of the role**: To invest client monies in a timely and correct manner, support the advisers with new and ongoing business and all associated administration. **Key accountabilities/responsibilities**: Investment dealing on TPS Trading Platform. Setting up and opening client's accounts. Re-balancing client's accounts. Producing client...

  • Investment Administrator

    5 days ago

    London, United Kingdom Quilter Full time

    Summary “This is a fantastic opportunity to become part of a specialist and ambitious team within the rapidly growing sustainable investment segment of the UK wealth management sector. - Investment Manager About the Role Level: 2 Department: Quilter Cheviot / Sustainable Investment Team Location: London (Office based) Contract type: 3-month contract,...