We are currently partnering with an esteemed national investment management company to recruit an experienced Investment Administrator or IFA Administrator with expert-level knowledge of the IRESS Xplan CRM system to join their team in London.
Key Responsibilities
Oversee and optimize administrative processes, including client onboarding, transfers, asset investment, and portfolio rebalancing.
Manage and lead a team to ensure efficient trade and onboarding implementation, always prioritizing client outcomes.
Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Pension and Investment Administrator to help their Advisers service clients, working out of either their head-office in Horsham, or Chelmsford.
Main Duties and Responsibilities
To promote our policy of delivering Client Best Interest outcomes.
Posted by Fame Recruitment Consultants Ltd • £26K/yr to £28K/yr
Your duties will include
Provide administrative support to the investment manager.
General
A wonderful opportunity has become available for a Business Support Administrator to join a professional investment company based in North West London, supporting the investment manager.
Full training is provided with progression.Off site parking available
We are looking for a talented candidate administrator to join a growing and successful wealth management practice in Central London.
Applicants must have a minimum of 5 years' administration/ client service experience within the wealth management sector.
The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.
As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients.
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
Are you a highly organised and motivated professional with experience in financial services?
We are a global total workforce solutions firm; we enable organisations to thrive in an age of constant change by building, re-shaping, and optimising workforces.
Our Contingent Workforce Solutions (CWS) is one of our service offerings; we act as an extension of our clients' recruitment team and provide professional interim and temporary resources.