Senior Investment Management Administrator

  • Location

    City of London, London

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £45000 per annum

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH2763_1611840477

  • Published:

    3 months ago

  • Expiry date:

    2021-02-27

  • Consultant:

    #

A leading UK Wealth Management organisation is currently seeking to recruit a Senior Administrator work within their Investment Management function.

You will be required to assist with and oversee the day to day administration for the team, provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team. A team player you will proactively support and share knowledge with others for the benefit of the team and act as a role model for more junior team members.

Responsibilities will include communicating with Financial Advisers and clients, preparation and processing of all new client documentation and amendments, monitoring of transfers of assets/cash from other institutions, ISA subscriptions and transfers and the processing of payments to clients.

Candidates will have experience of working in a support capacity within an Investment Management environment and will ideally have knowledge of client data, asset servicing , settlements, client reporting, portfolio transfers, fees processing, financial planning administration, tax , reconciliations and customer service.

The role will suit an experienced IM support professional who will be comfortable working in an administrative capacity for the foreseeable future alongside a highly experienced team of Investment Manager and other more junior staff members.

This is an excellent opportunity to work for one of the leading names in the Investment Management sector who can provide a stable and positive working environment.