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Permanent

Investment Administrator

London
money-bag 38000.00-38000.00 Annual
3127758415
Posted 6 days ago

Job Role: Portfolio / Investment AdministratorIndustry: Investment ManagementLocation: LondonSalary: Up to £45,000 (flexible for highly experienced candidates)Job Reference: 10436Recruit UK is supporting an excellent financial services firm with a hire for their London office. They''re looking to hire an experienced Investment / Portfolio Administrator to join their team.This Investment Administrator position would suit an experienced Wealth Planning administrator or 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 ResponsibilitiesAct as PoC for complex technical queries from clients, IMs, and IFAsAssist with client and introducer queries via phone and emailSupport with opening and maintaining client portfoliosProcess payment instructions, asset sales, and verification call-backsUpdate client KYC information and process account amendmentsSupport the Senior Investment Administrator/s with work allocation and checking activitiesBenefitsSalary up to £45,000 (DoE)6% Employer pension contributionLife, Income and Critical Illness protectionPrivate medical and dental insuranceDiscounts on investment solutions30 days holiday allowance + buy/sell optionsHy

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