Investment Administrator
Job Type : Permanent, Full Time
Salary : £22000 – £26000/annum
Investment Administrator
Leicester
£22,000-£26,000 p.a.
* Do you want to work within a rewarding and exciting role that offers true progression?
* Are you personable and great at building relationships with clients?
* Do you want to work for a boutique company that offers outstanding support for you to have a genuinely fulfilling career?
If this sounds like you then read on!
The Company:
ER Recruitment are working with a recognised, expanding employer who are seeking an Investment Administrator to join their team. As the Investment Administrator you will be based in our client’s fantastic offices in Leicester where you will take full responsibility for preparation and maintenance of client files, recommendations, Financial Plans and ongoing reviews of client affairs.
Role & Responsibilities of the Investment Administrator
* Check accuracy and completeness of new business documentation.
* Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards.
* Ensure all supporting documentation is maintained as per company procedures.
* Ensure all work is followed up promptly in line with company standards.
* Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
* Send letters of authority and gather accurate information.
* Provide friendly and professional point of contact for clients and enquiries.
* Create and maintain accurate client records on back office systems, platforms and any other IT systems e.g. cashflow & risk profiler
* Prepare client documentation and correspondence pre- and post-meetings as per business processes.
* Ensure action points resulting from client meetings get diarised and dealt with
* Ensure that relevant service standards are delivered throughout the year.
* Ensure completeness of client file/data gathering.
* Confirm risk profile is determined and updated.
* Check all compliance paperwork is present.
* Identify and obtain information necessary to compile clients’ recommendation / cashflow forecast.
* Undertake research both independently and with FP to identify suitable solutions to meet client needs.
* Filter FP’s general information, queries, phone calls and invitations
* Other duties as directed by management
About You:
* At least 2 years experience working as a Wealth Management/Investment Administrator
* Microsoft Office knowledge (advanced Excel)
* Highly organised, methodical, analytical and disciplined
* Excellent communicator (both verbal & written)
* Ability to assimilate technical information into an understandable format for clients
* Highly numerate
* Shows initiative and takes personal responsibility for completing tasks
* Able to work under pressure on occasions to achieve deadlines
* Excellent attention to detail
* Able to achieve agreed outcomes without supervision, and prioritise and plan own workload
Please note by applying for this role you give consent for ER Recruitment to retain your CV for up to 24 months for the purposes of assisting you to find your next role unless you notify us otherwise.
While we aim to get back to all applicants, due to the current situation, if you do not receive a response within 7 working days then unfortunately your application has been unsuccessful on this occasion.
ER Recruitment are experienced within eight different sectors consisting of Accountancy and Finance, Construction, Customer Service & Onsite, Directors & Non-Executive, Human Resources, Office (including PA/EA), Sales & Marketing, Supply Chain & Procurement.
We look forward to helping you in your career in these sectors, so please send a copy of your CV to us. If you know of other people who are currently looking for a new career in these sectors please feel free to refer them to us.
We look forward to hearing from you
More Information
- Address Leicester, City of Leicester
