Meraki Talent are supporting a UK based Investment Management firm who are looking to appoint an experienced Investment Administrator for a permanent role in London.
Key duties will include
Uploading and scanning documents to in house systems.
As they continue to grow, they are looking for a passionate investment professional to join the team.
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.
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.
Posted by Montpellier Resourcing • £40K/yr to £50K/yr
Hybrid working available
Up to £45,000 plus bonus and benefits
Due to exciting growth and business needs, a fantastic opportunity has arisen to join a boutique Private Bank in the heart of London, as they seek a high-level support assistant to work directly with the company's Director.
Oversight and collation of key documents pertaining to investments and historical accounts.
General
This position will need someone to work from several of their Central London offices and will provide day-to-day investment administration and financial support to the Principals and internal and external stakeholders.
An exclusive opportunity has arisen with a High New Worth family in London for an Administrator to join their team.
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.