Investment Administrator. Bury. Up to £30,000 per annum.

This is a fantastic opportunity for a highly motivated and detail-oriented Investment Administrator to join the successful investment team.

In this role you will play a vital part in supporting the financial advisers and ensuring the smooth operations of client’s portfolios.

Main Responsibilities

• Processing client’s application forms and investment transactions.
• Maintain accurate and up-to-date client records
• Prepare regular operational reports for the board of directors and investment committee.
• Assist with meeting preparation, which includes producing reports and taking meeting minutes.
• Liaise effectively with investment advisers, third-party providers and custodians.
• Manage and resolve client queries in a professional and timely manner.
• Proactively identify and address potential issues with the investment administration process.
• Assist the investment manager with quantitative and qualitative research on the model portfolios and their underlying funds.

Requirements

• Previous experience in financial services administration, preferably investment based
• Have a basic understanding of investment principles and financial products.
• Excellent organisation skills and a keen eye for detail
• Demonstrate willingness to learn and progress your career by taking relevant professional exams.

The role is office based and comes with the following benefits:  

• Holidays: 25 days increasing with length of service 
• Pension Scheme: 3% Employer and 4% Employee contributions
• Death in Service: 4 x salary
• PHI: 75% up to NRD, 13 weeks deferred
• Support towards continuous learning and professional development opportunities.

If you would like to apply, please send your CV via the link or directly to jen@recruitment22.co.uk and we will contact you if you have been successfully shortlisted