Would you like to work for one of the UK’s most respected Wealth Management company? Do you have excellent attention to detail? Would you enjoy a role working as part of a team but also engaging with customers?
Great – we need to talk.
This is a great role for a self-starter who is hungry to succeed in the Wealth industry.
Working as part of a team of other Investment Administrators you will assist the Investment Managers and Financial planners in their day-day activities. A key part of the role will be diarising annual reviews with clients and then attending (usually remotely) the meeting with a Senior colleague, taking notes, updating systems and writing subsequent client letters.
The Investment Administrator will also help prepare valuations and reports as well as assisting clients in the on-boarding process therefore you’ll need to have strong verbal and written English skills.
You will also liaise with other internal and external stakeholders including the settlements team and other 3rd party intermediaries, whilst at all times ensuring that you are following compliance standards. Whilst full training and support is provided for the right candidate you will also need to maintain your investment and regulatory knowledge and, like all members of the team, you will also undertake photocopying, filing, scanning and assist with answering the phone and preparing letters.
This role would suit someone who has good time-management skills, organised and can communicate with team members at all levels. You will be a team-player, professional and proactive and able to react to changing workloads. You should also have strong numeracy skills, strong IT skills including Office, Word, Excel & PowerPoint and any previous financial administration experience would be a plus.
Please apply by providing a recent and relevant copy of your WORD CV and we promise to get back to you.
*Hooray is acting as an agency on behalf of the client for this position.
*Hooray is proud to be a corporate member of the REC, the recruitment industry’s leading professional body.
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