Investment Administrator

Investment Administrator

Full Time - Monday- Friday 9.00-5.30

Job Overview:

We are seeking a highly motivated and detail-oriented Investment Administrator to become an integral part of our investment team. In this role, you will play a crucial part in supporting financial advisers and ensuring the efficient management of clients' portfolios.

Key Responsibilities:

• Process client application forms and investment transactions, ensuring compliance with strict SLAs.
• Maintain accurate and up-to-date client records.
• Prepare regular operational reports for the board of directors and investment committee.
• Assist with meeting preparation, including producing reports and taking minutes.
• Liaise effectively with investment advisers, third-party providers, and custodians.
• Manage and resolve client queries in a professional and timely manner.
• Proactively identify and address potential issues within the investment administration process.
• Assist the investment manager with both quantitative and qualitative research on model portfolios and their underlying funds.

Requirements:

• Previous experience in financial services administration, ideally within an investment-focused role.
• Minimum A-Level qualification.
• Basic understanding of investment principles and financial products.
• Excellent organizational skills and a strong attention to detail.
• Self-starter with the ability to prioritize tasks and work independently.
• Ability to work effectively as part of a small team.
• Thrive in a fast-paced environment and meet tight deadlines.
• Strong communication and interpersonal skills.
• Willingness to pursue relevant professional exams for career progression.

What We Offer:

• Continuous learning and professional development opportunities
• Competitive salary
• 25 days of holiday
• Group company pension
• Group permanent health insurance
• Group death in service benefit.
• Wellbeing support
• Regular team social events.