Investment Administrator

  • Location

    Bromsgrove, Worcestershire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £20000 - £24000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


  • Consultant:


Investment Administrator - National Financial Services Organisation - Bromsgrove Office - Salary to £24,000 plus Company Benefits

MB Fitzgerald are currently working with a National Financial Services Organisation who are looking to hire an experienced Investment Administrator to their team in Bromsgrove.

Working on the Platform Investment team, you'll be responsible for working with client data and systems; data manipulation, analysis and fund switching on investment platforms to assist in asset migration projects, together with the production of client facing reports.

Advanced knowledge and experience using Microsoft Excel is essential, with the ability to use Macros, formulas and reformat large data sets. Ideally you will come from an Investment Administration background, with experience of cash monitoring and fund switching on Investment platforms.

The role requires an intelligent, methodical and detail orientated individual who can remain organised whilst working to tight deadlines.

On offer is a competitive basic salary and the opportunity to progress within a true market leader in the financial services sector. The company is growing quickly and will support you in your progression and towards professional qualifications.