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Investment Administrator - Edinburgh (hybrid working)

MI Search Ltd
Posted 18 hours ago, valid for a month
Location

Edinburgh, City of Edinburgh EH105BP, Scotland

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A national investment management firm, one of the UK's leading wealth management firms, is seeking an experienced investment administrator in Edinburgh with hybrid working options.
  • The role involves handling client and introducer queries, managing transfers and payment instructions, and assisting with meeting preparation.
  • Candidates must have experience in bespoke or alternative investment markets and managed portfolio services, specifically in an investment administration role.
  • The position requires interaction with investment managers, advisers, and product providers within a wealth management or investment management environment.
  • The basic salary for this role is up to £31,000, along with a discretionary bonus scheme and additional benefits.

This national investment management firm, one of the UK's leading wealth management firms is currently seeking an experienced investment administrator to join their team in Edinburgh (hybrid working).

In this role you will deal with client and introducer queries, deal with transfers and payment instructions, assist in meeting preparation and building relationships with introducers whilst ensure workflow is effectively managed.

You must have experience of bespoke or alternative investment markets (AIM) and managed portfolio services (MPS) and be working in an investment administration role within a wealth management or investment management environment dealing with investment managers, advisers and product providers.

Basic salary to £31,000, discretionary bonus scheme and benefits

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.