Job Title: Investment Administrator

Location: Ramsbottom

Salary: £30,000 per annum + Benefits

Are you a detail-oriented professional with a passion for investments and financial services? Do you thrive in a fast-paced environment and enjoy ensuring the smooth operation of client portfolios? If so, we have the perfect opportunity for you!

We are seeking a highly motivated Investment Administrator to join our dynamic investment team. In this pivotal role, you will support our clients financial advisers and play a crucial part in maintaining the accuracy and efficiency of our clients’ investment portfolios.

Key Responsibilities:

·      Accurately process client application forms and investment transactions, ensuring adherence to strict Service Level Agreements (SLAs).

·      Maintain up-to-date and precise client records, ensuring all information is current and correctly logged.

·      Prepare and deliver regular operational reports to the board of directors and investment committee.

·      Assist in meeting preparation, including producing detailed reports and taking minutes during meetings.

·      Effectively liaise with investment advisers, third-party providers, and custodians to ensure seamless communication and operations.

·      Manage and resolve client queries with professionalism and in a timely manner.

·      Proactively identify and address any potential issues within the investment administration process.

·      Assist the investment manager with both quantitative and qualitative research on model portfolios and their underlying funds.

Requirements:

·      Previous experience in financial services administration, with a focus on investment.

·      Minimum A-Level qualification; a basic understanding of investment principles and financial products is essential.

·      Excellent organisational skills with a keen eye for detail.

·      A self-starter with the ability to prioritise tasks and work independently.

·      Ability to work effectively as part of a small, collaborative team.

·      Proven ability to thrive in a fast-paced environment and meet tight deadlines.

·      Strong communication and interpersonal skills.

·      A commitment to continuous learning and professional development, including a willingness to take relevant professional exams.

What We Offer:

·      Continuous Learning & Development: We support your growth with opportunities for professional development and learning.

·      Generous Holiday Allowance: 25 days of holiday to ensure a healthy work-life balance.

·      Comprehensive Benefits Package: Including Group Company Pension, Group Permanent Health Insurance, Group Death in Service, and Help @ Hand wellbeing support.

·      Team Social Events: Enjoy team-building activities and social events that foster a collaborative work environment.

About You:

You are organised, detail-oriented, and possess a strong foundation in investment administration.

You are proactive, with the ability to anticipate and address issues before they arise.

You are looking to advance your career in financial services, with a particular interest in investments.

If this sounds like the right fit for you, we would love to hear from you. Apply now to join our team and contribute to the success of our clients and company!

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