Investment Administrator
other jobs Artemis Recruitment Consultants Ltd
Added before 59 Days
- England,London
- full-time
- £25,000 - £35,000 per annum
Job Description:
Our client is looking for a new Investment Administrator in this London/hybrid working role.
Key responsibilities:
* You will be part of the Central Paraplanning Team working closely with the Paraplanning Manager.
* In addition to this, you will work closely with colleagues in the Investment Research Team including the Head of Business Research.
* The Investment Audits (IA) are a central part of assessing suitability and used in providing data for acquisitions and PBOs. They use a pre-determined format populated by financial data obtained from an external data provider.
* The Investment Audit Team is split into 3 areas which you will be closely involved with.
* You will also be required to complete Data Capture Forms pertaining to the IAs.
* Adhering to the Company’s Service Excellence, you will be expected to always provide exceptional client service.
* The client is at the heart of our values and therefore all communication should be clear, polite, and written in concise Plain English.
* Within the overall proposition and retain a conscientious approach to conducting the Audits to a consistently high standard.
* Monitor the Investment Audit inbox for ad hoc requests and answer queries promptly.
* Constantly maintain the IA workflow to be able to deliver and report on the various tasks. This ensures all internal interested parties can easily review the status of each client.
* Understanding the importance of the Investment Audit:
* Work closely with other Paraplanners and Paraplanner Team Leaders to share ideas and best practice.
Experience and Qualifications:
* Relevant experience of working in investment operations, including a basic understanding of ISA’s, SIPP’s and General Investment accounts.
* Experience of dealing with functions associated with purchase of unit trusts / OEICs would be advantageous.
* Experience of working with the Pershing Nexus Complete system would be an advantage though not essential as training will be provided.
* Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences
If you would like to apply then please send a copy of your CV to Sam at Artemis Recruitment.
Key responsibilities:
* You will be part of the Central Paraplanning Team working closely with the Paraplanning Manager.
* In addition to this, you will work closely with colleagues in the Investment Research Team including the Head of Business Research.
* The Investment Audits (IA) are a central part of assessing suitability and used in providing data for acquisitions and PBOs. They use a pre-determined format populated by financial data obtained from an external data provider.
* The Investment Audit Team is split into 3 areas which you will be closely involved with.
* You will also be required to complete Data Capture Forms pertaining to the IAs.
* Adhering to the Company’s Service Excellence, you will be expected to always provide exceptional client service.
* The client is at the heart of our values and therefore all communication should be clear, polite, and written in concise Plain English.
* Within the overall proposition and retain a conscientious approach to conducting the Audits to a consistently high standard.
* Monitor the Investment Audit inbox for ad hoc requests and answer queries promptly.
* Constantly maintain the IA workflow to be able to deliver and report on the various tasks. This ensures all internal interested parties can easily review the status of each client.
* Understanding the importance of the Investment Audit:
* Work closely with other Paraplanners and Paraplanner Team Leaders to share ideas and best practice.
Experience and Qualifications:
* Relevant experience of working in investment operations, including a basic understanding of ISA’s, SIPP’s and General Investment accounts.
* Experience of dealing with functions associated with purchase of unit trusts / OEICs would be advantageous.
* Experience of working with the Pershing Nexus Complete system would be an advantage though not essential as training will be provided.
* Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences
If you would like to apply then please send a copy of your CV to Sam at Artemis Recruitment.
Job number 1481415
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Company Details:
Artemis Recruitment Consultants Ltd
Company size: 2-10 employees
Industry: Outsourcing and Offshoring Consulting
Our team of Recruitment Consultants strive to bring together the best candidate and the right employer. Operating primarily within Financial Services ...