Investment Administrator

Job Title: Investment Administrator

Industry: Investment Management

Location: London

Salary: £30,000 - £35,000

Job Reference: 9020

Job Description:

Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals.

As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely alongside the Investment Manager and be the first point of contact for clients. There is endless opportunities for personal growth and career development in this role, whether you want to stay in the back office side of investments, or eventually become an adviser yourself!

Duties will include but not limited to:

• Monitor progress of client cases and liaising with the client and the Investment Managers
• Prompt banking of clients cheques, ensuring funds are cleared correctly
• Support in managing money laundering documents
• General documentation management and ensuring procedures are met

Benefits:

• Competitive salary of up to £35,000
• Hybrid working
• Excellent training and development
• 10% pension contribution
• 25 days holiday, rising to 30. +/- 5 days
• Clear progression routes
• Support with professional qualifications
• Bonus/commission scheme
• Attractive benefits package including private medical

Skills and experience required:

• Experience working within Financial Planning or Investment Management
• Strong administration skills
• Desire to develop your experience within Investments

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Investment Administrator.