Investments Administrator

The Company: Nationally recognised Investment Management firm based in Harrogate looking to recruit into their DFM arm at Adviser Support level with a Business Support/Investments Administrator type hire.

• Office Location: Harrogate
• Hybrid/Home Working: Yes - 4-days office, 1-day WFH

Package: £23-25k base + bonus and full company benefits

• Benefits: 25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a full flexible benefits package
• Bonus: Discretionary - Paid annually
• Working week: 35hrs (Mon-Fri) inclusive of flexible working

The Role: The role will involve assisting in the administration of client data and investments, requiring strong attention to detail and diligence throughout the process. Duties & responsibilities include:

• Maintaining data within business logs and internal systems
• Processing new business and providing management information
• Data input and ongoing management of client records
• Facilitating email communications to customers
• Supporting data provision to third parties (Eg. Risk profilers)
• Portfolio maintenance and management of permissions on platform (Eg. Quilter/Abrdn).
• Creating and updating portfolio documentation such as quarterly factsheets.
• General customer (adviser) and administration support across all areas of the business.

The Person: Must hold an administrative background ideally within financial services and/or professional services, and is keen on developing a career within investment management:

• Knowledge and awareness of investments and the stock market/trading
• 2+ years’ time-served administration experience - Professional services industry exposure is preferred

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:

Website: www.cb3associates.co.uk