Rev & Regs are recruiting for a Fund Administrator position for a dynamic and well-renowned Financial Services company in Leeds.
The role will suit someone with a strong background in Investment Fund administration and comfortable using large Fund accounting data sets.
The business has an Investment Operations function that supports the centralisation of a range of activities that cover the full lifecycle of an investment fund.
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department.
As an Administrator, you will play a crucial role in ensuring the smooth operation in the office.
Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants.
My client is a national Investment Management firm and they are looking for an experienced Investment Administrator to join their busy office in the heart of Manchester city centre.
Key responsibilities include
Assist and prepare reports, correspondence and other relevant documentation including investment proposals.
On-board new clients and collate data that will assist with the administration of their accounts.
A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Manchester with the addition of a further experienced investment administrator.
Wealth Management Administrator - Manchester - to £40,000 plus Bonus and Benefits
MBF is currently working with a trusted client of ours who specialise in providing Financial Planning & Investment Management services to UHNW individuals and families.
The company are one of the most exciting Wealth Managers around right now and have multiple offices and over £1Bn FUM.
A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
An Independent Financial Advisers in Bury are looking for a Client Services Administrator to help organise and support their Advisers.
Responsibilities will include: Provide "Pre Sales" administration support to Paraplanner/Advisers, including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreement, Obtaining Provider Application Forms, setting up File for new clients, obtain valuations of existing client policies, obtaining quotes, as requested.
Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
To provide an effective and efficient administration service to the Advisers and Head Office as required.
To assist Paraplanners and Advisers with the processing of cases.