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!