Apply Now
Back To Financial Services Jobs

Investment Administrator

Success!

Thank you for your application for Investment Administrator. You will receive an email with confirmation of your application. Good luck!

Connect with the recruiter managing this role
Location

Exeter

Salary £23000 - £25000
TypePermanent
WorkplaceOn-Site
Ref85079

Recruiter Managing This Role

Investment Administrator
Exeter

Basic £23,000 – £25,000 plus excellent package

Overview

A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.

What You Will Do

  • The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
  • Pre-client meeting preparation including production of new client paperwork, valuations, and performance summaries.
  • Assisting with the client onboarding process which includes pre-populating application forms, transfer forms, and producing suitability reports.
  • Monitoring of new account openings to ensure cases are submitted and handled appropriately whilst keeping the Investment Manager and client informed.
  • Handling telephone inquiries from third parties and clients regarding their portfolios and accounts.

About You

  • You will have experience as an administrator working with either a specialist investment house or financial adviser.
  • You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress.
  • Good attention to detail and accuracy.
  • It is essential that you already live within commuting distance of Exeter.
 
Back To Investment Administrator Job Description

Application For Investment Administrator