Job Description

Investment Administrator

Ramsbottom

Salary range up-to £30,000 plus benefits

On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced and self-motivated Investment Administrator who is detail-focused to join their investment team. In this role, you will be vital in supporting the financial advisers and ensuring client portfolios operate smoothly.

Key Responsibilities:

1. Prepare regular operational reports for the board of directors and investment committee.

2. Managing and resolving client queries in a professional and timely manner.

3. Assisting the investment manager with both quantitative and qualitative research on the model portfolios and their underlying funds.

4. Processing clients' application forms and investment transactions, adhering to strict SLAs.

5. Liaising effectively with investment advisers, third-party providers, and custodians.

6. Maintain accurate and up-to-date client records.

7. Assist with meeting preparation, which includes producing reports and taking meeting minutes.

8. Proactively identify and address potential issues with the investment administration process.

If you are qualified to A-Level as a minimum and have a basic understanding of investment principles and financial products with previous experience in financial services we would love to hear from you.

To apply, please submit your CV via email to sj@rewardrecruitment.co.uk. Alternatively, you can contact Stuart on 0 7 7 4 7 7 8 2 9 3 4 for a discreet and confidential chat.

Reward Recruitment jobs

Investment Administrator