Investment Administrator

Posted 6 April by Blakemore Recruitment
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This highly regarded and award winning financial planning business requires a bright and articulate individual with relevant experience for a role in the investment team. The vacancy has arisen as a result of increased workload as the business expands. The firm acts for a wide range of clients, and is recognised as being a leader in its field
by both third party professionals and industry media.

Key tasks will include:

  • Administering and processing Investments
  • Liaising with platforms/custodians regarding trades
  • Preparation of quarterly and ad hoc investment reports
  • Resolving queries from clients in an accurate and timely manner
  • Overseeing general back office tasks including new client account opening, management fees and fund execution
  • Facilitation and organisation of client transfers
  • Checking that the implementation of phased investment into model portfolios is up to date
  • Submitting investment switch data to platform providers
  • Rebalancing portfolios
  • Providing monthly update reports for the Investment Committee
  • Implementing Investment Committee output
  • Maintaining the database/CRM

The role requires the following key attributes;

  • Previously worked as an Administrator within the Wealth Management or Investment Management industry
  • Strong numerical abilities and attention to detail
  • Working knowledge of Excel including pivot tables and producing reports
  • Good communication skills
  • Proven ability to work towards strict deadlines
  • Confidence and ability to take ownership

Who will this role suit?
The role will suit a candidate with a 'can do’ approach who also has a strong and conscientious work ethic, and is keen to get broad-based experience across investment management at a leading advisory firm. A minimum of two years
relevant industry experience is required.
Support for professional career study is available.
Total remuneration will be in line with experience and include a discretionary bonus scheme.
Qualifying pension and healthcare, cycle to work and annual travel loan schemes available

Required skills

  • Investment Management

Reference: 42085275

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