Investment Team Administrator

Job reference
London, London, United Kingdom
Start date
To be arranged
Administration & underwriting jobs
Contract type(s)
Full time
Date posted

Investment Team Administrator


£21,000 - £28,000 dependent upon experience + benefits and bonus.

My client is a long established independent FCA registered investment management company dedicated to the maintenance and preservation of the asset base and wealth of its clients.

While the company’s clients include corporations and authorised intermediaries, the majority is private clients where they focus on their financial planning and wealth management needs.  The company is looking for an Administrator to provide general support to the Investment Management Team.

Responsibilities include:

  • Assisting Investment Directors and Managers with the development and maintenance of client relationships;
  • Supporting the Investment Team with the management of clients’ portfolios and any complaint handling of the advice process;
  • Assisting in the drafting of suitability reports and other related client communication;
  • Compiling information for client meeting packs and, sometimes, attending client meetings in a support and minute-taking capacity;
  • Other general duties such as filing management, scanning, editing, collating and binding of documentation;
  • Handling basic, non-investment advice related queries from clients and their advisers.

You should ideally have some experience an administrator but they will consider someone new looking to learn the ropes. You should have good communication and interpersonal skills, be literate and numerate and possess the ability to work on your own initiative. You must also have a good knowledge of computer systems including Microsoft Word, Excel and Access. There is genuine opportunity to progress within the company.

Ref: 4920

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