Investment Administrator. Bury. Up to £30,000 per annum.
This is a fantastic opportunity for a highly motivated and detail-oriented Investment Administrator to join the successful investment team.
In this role you will play a vital part in supporting the financial advisers and ensuring the smooth operations of client's portfolios.
Main Responsibilities
- Processing client's application forms and investment transactions.
- Maintain accurate and up-to-date client records
- Prepare regular operational reports for the board of directors and investment committee.
- Assist with meeting preparation, which includes producing reports and taking meeting minutes.
- Liaise effectively with investment advisers, third-party providers and custodians.
- Manage and resolve client queries in a professional and timely manner.
- Proactively identify and address potential issues with the investment administration process.
- Assist the investment manager with quantitative and qualitative research on the model portfolios and their underlying funds.
Requirements
- Previous experience in financial services administration, preferably investment based
- Have a basic understanding of investment principles and financial products.
- Excellent organisation skills and a keen eye for detail
- Demonstrate willingness to learn and progress your career by taking relevant professional exams.
The role is office based and comes with the following benefits:
- Holidays: 25 days increasing with length of service
- Pension Scheme: 3% Employer and 4% Employee contributions
- Death in Service: 4 x salary
- PHI: 75% up to NRD, 13 weeks deferred
- Support towards continuous learning and professional development opportunities.
If you would like to apply, please send your CV via the link and we will contact you if you have been successfully shortlisted.