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Investment Management Administrator

  • City of London, London
  • Permanent
  • £35,000 to £45,000

Job details.

Job Title: Investment Management Administrator - Charities Division (Investment Management)

Location: London (Hybrid Working)
 

We are currently partnering with a well-established and highly regarded firm, which specialises in investment management, financial planning and wealth management services. Our client manages over £50 billion in Assets Under Management (AUM).

With a commitment to excellence and client satisfaction, they are seeking a motivated individual to join their Charities team as an Investment Management Administrator within the Investment Management division.
 

Key Responsibilities:

  • Develop and maintain relationships with clients and business stakeholders.
  • Manage the client lifecycle administration process, ensuring a timely and efficient client experience.
  • Take ownership and accountability for all client administration tasks, acting as the main liaison between the client, investment team, operations, and key stakeholders.
  • Support quarterly portfolio valuation processes and process client payments and account amendments.
  • Understand client suitability requirements and assist the investment team in gathering relevant information to support client suitability.
     

Qualifications:

  • Previous experience in Investment Management.
  • Ideally, experience working with charities.
     

Package:

  • Base salary up to £45,000
  • Annual Discretionary Bonus

Benefits:

  • Market leading Pension
  • Life Cover
  • Private Medical Insurance
  • Income Protection
  • Season Ticket Loan
  • 25 Days Annual Leave with the ability to buy further days
  • Flexibens
  • Full study support
     

If you are a dedicated professional with a background in Investment Management and a passion for client service, we invite you to apply for this exciting opportunity.

Sector:

  1. Financial Services
  2. Asset & Investment Management

Benjamin Holmes

Founder & Key Account Manager

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