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Investment Administrator

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Location

Bromley

Salary £28000 - £35000
TypePermanent
WorkplaceHybrid
Ref84979

Recruiter Managing This Role

Investment Administrator – Bromley, Kent
Basic c£35,000 plus excellent package

Company
A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Kent with the addition of a further experienced investment administrator.
 
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 a minimum of 18 months experience as an investment focused 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.
  • Knowledge of Financial Services and the FCA.
  • Good attention to detail and accuracy.
  • It is preferable that you are CISI level 3 qualified or above.
  • It is essential that you already live within commuting distance of Bromley.

 
For an initial discussion please contact Fiona Chen (fiona.chen@heatuk.com) or respond directly to this posting.

 

Back To Investment Administrator Job Description

Application For Investment Administrator