Investment Administrator
Posted 18 hours 56 minutes ago by Recruit UK
Recruit UK are supporting an excellent financial services firm with a hire for their Southampton office, they're looking to hire an Investment Administrator on a 12-month fixed-term contract.
This Investment Administrator position would suit an experienced financial services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support.
Key Responsibilities
- Act as PoC for complex technical queries from clients, IMs, and IFAs
- Assist with client and introducer queries via phone and email
- Support with opening and maintaining client portfolios
- Process payment instructions, asset sales, and verification call-backs
- Update client KYC information and process account amendments
- Support the Senior Investment Administrator/s with work allocation and checking activities
Benefits
- Salary up to £32,000 (DoE)
- 6% Employer pension contribution
- Life, Income & Critical Illness protection
- Private medical & dental insurance
- Discounts on investment solutions
- 30 days holiday allowance + buy/sell options
Skills & Experience Required
- Minimum of 2 years' experience within Wealth Management or Investment Management administration
- Good understanding of the financial services industry
- Confident communicating with clients, providers and internal stakeholders
If you're interested in exploring this Investment Administrator opportunity further, apply today!