We are looking for an experienced Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. Utilising your skills and industry knowledge, you will be relied upon to provide detailed proposals, reports, correspondence and other documentation to ensure our clients receive excellent service and meet their investment objectives.
What you’ll do
In this role, you’ll:
* Produce Investment Proposals
* Process trades as required
* Assist and prepare reports, correspondence and other relevant documentation including investment proposals
* Onboard new clients and collate data that will assist with the administration of their accounts.
* Provide clients and/or their agents with information and reports about their portfolios.
* Support and assist the team in general branch administration.
* Ensure compliance with FCA requirements, the Branch Manual, Code of Conduct policies and T&C framework.
What we’re looking for
* An intermediate level of knowledge of Microsoft Office, particularly Microsoft Word and Excel.
* Significant experience (3+ years) in a similar role within Financial Services
* Direct experience liaising with private clients in a Financial Services firm
* Detailed knowledge of Financial Services and the FCA.
* Good attention to detail and accuracy
* Commitment to maintaining compliance and identifying issues.