Investment Administrator

This is a fantastic opportunity to join one of the country’s most stellar firms, synonymous with financial planning and investment management and a high standard of professionalism and expertise, in their field.

My client based on the outskirts of Harrogate is looking to add an Investment Administrator to complement their existing investment management team due to their continued growth, suitable candidates will have a strong administrative background.

As an Investment Administrator you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times.

The role is hybrid - 3 days working from the office, 9am to 5pm - Monday to Friday - 2 days homebased (post probation).

The role

This role would be to work within the Investment Management team.

In this role you will provide secretarial and administrative support to the investment management team in the provision of investment services to clients. You will also work with intermediaries with onboarding clients.

Responsibilities

• You will provide secretarial and administrative support to the investment management team in the provision of investments services to clients. This includes, sending letters to clients, taking calls from clients, compiling reports, filing and other administrative duties.
• You will provide back-up secretarial support to all other investment management teams.
• You will maintain client files and records including new client set up and deletion.
• You will process account opening forms, liaising with compliance, operations and the financial planning team.
• You will provide support with the quarterly valuation process e.g. writing letters to clients, sending valuation emails to clients and third parties.
• You will provide information to third parties e.g. SIPP providers, solicitors and accountants as and when requested.
• You will liaise with operations regarding cash movements e.g. fee covers, ISA subscriptions, spousal transfers etc.
• You will monitor daily cash balances, sending cash out to clients/SIPP providers and moving funds between accounts.
• You will provide management information in excel format from suitability logs.
• You will help investment managers in creating presentations in power point.
• You will answer overflow calls from reception/reception cover.
• You will maintain up to date knowledge of company procedures and policies and completing compliance training in a timely manner.
• You will perform any other duties in line with the level and scope of this role.

Essential Skills, qualities and Experience required:

• You must have gained GCSE Grade C or above in English and Maths
• You will possess strong verbal and written communication
• Previous experience of working in an administrative role
• Inquisitive and a problem-solver with a keen eye for detail
• Proven ability to work within a team and on your own.
• Experience with Microsoft Word, Excel and PowerPoint essential.
• Previous experience within the financial services sector is advantageous but not essential.

Essential Qualifications:

• Good standard of education
• Maths and English GCSE, grade 5 or above, or equivalent.

Benefits:

Competitive salary

Private Medical Insurance post probation

Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

25 days Annual Leave (plus buy and sell up to 5 days)

Office Christmas close (3-days)

Life Assurance Health cash plan

Discretionary performance related bonus

Employee Assistance Programme

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