An exciting opportunity has arisen for a skilled and organised individual to join a forward-thinking financial planning team as a Senior Investment Operations Administrator.
This role offers the chance to make a significant impact within a dynamic environment that values professionalism, efficiency, and client satisfaction.
This role is based in the City of London and will be based in office for only two days a week and three days working from home.
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.
Fund Administration oversight: instruct subscriptions, redemptions, and switches into funds.
General
As part of the Investor Relations team, our client is creating a new Fund Operations Analyst to take full ownership of the oversight of the administration of the internal investment vehicle for employees.
Our client is a fast-growing boutique systematic hedge fund, known for pioneering macroeconomics strategies with unmatched performance.
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).