The Investment Administrator will provide administrative support to a team of Investment Managers to help them succeed in delivering a bespoke investment management service to their High Net Worth clients.
This client centric role will involve regular communication with private client individuals, directors, trustees, internal and external financial advisers and their support teams, lawyers, accountants, third party product providers and various teams within the company so the role would be suited to someone with experience and confidence in communicating with a variety of people, both verbally and in writing.
RESPONSIBILITIES
Assist with the on-boarding process and facilitate the smooth opening of investment accounts for new and existing clients.
The Role: The Senior Administrator is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients.
Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business.
As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience.
Due to highly exciting growth and expansion a fantastic opportunity has arisen to join a leading Investment Management firm based in the City of London.
Reed Financial Services are partnered with a nationwide firm looking for a dedicated Senior Administrator to provide exceptional administration support to their Wealth Client Executive(s) and Financial Planner(s).
My client is looking to add a senior admin to their Securities Services business, part of CIB, provides specialist post-trade and asset servicing solutions to market participants, corporates, and issuers.
Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator.
This position is a permanent and the client is looking for an ambitious individual with a progressive attitude.
Office Flexibility: Working from Home availability (2 days per week).