Investment Administrator

Investment Administrator (12 month contract)

£25,000 - £30,000

BCR/JH/11077

Birmingham

Bell Cornwall Recruitment is proud to represent a leading investment firm in their search for an Investment Administrator in Birmingham. This role offers a unique opportunity to support two successful Investment Managers in one of the most dynamic teams in the industry. If you're seeking a role that combines rigorous administrative responsibilities with the chance to grow in the financial services sector, this position could be ideal for you.

• Client Support and Administration: Provide crucial support to Investment Managers, handling a diverse client portfolio that includes private clients, professional clients, IFAs, and charitable organisations. Manage all associated administrative duties, including account management and client communication.
• Documentation and Compliance: Maintain precise documentation and compliance, focusing on "Know Your Client" information and CRM system accuracy. Prepare client records, fact-find forms, and suitability letters.
• Communication: Serve as the first point of contact for client and intermediary inquiries, managing calls, taking messages, and ensuring effective communication.
• Report and Presentation Preparation: Create detailed reports and PowerPoint presentations for client meetings and internal use.
• Event and Marketing Support: Organise materials for marketing events and client communications, including quarterly updates and holiday greetings.

• Proactive Team Player: Capable of supporting a busy team, prioritise tasks and manage a high-volume workload with accuracy.
• Willingness to Learn: Open to developing new skills and knowledge, with potential for pursuing professional qualifications.
• Strong IT Skills: Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
• Attention to Detail: Strong attention to detail with a solid understanding of interdepartmental processes and operational needs.
• Communication Skills: Excellent verbal and written communication skills for managing both client and internal communications.

You are driven, eager to tackle new challenges, and keen on making the most of this exciting opportunity. With a focus on learning and team collaboration, you are ready to contribute to our client's success and be part of an inclusive culture that values each individual's input.

If you think this sounds like you, we'd love to hear from you. For more information on other roles we have available, please get in touch or apply now.

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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