Investment Administrator - London
Our client is looking for a new Investment Administrator in this London/hybrid working role.
Key responsibilities:
You will be part of the Central Paraplanning Team working closely with the Paraplanning Manager.
In addition to this, you will work closely with colleagues in the Investment Research Team including the Head of Business Research.
The Investment Audits (IA) are a central part of assessing suitability and used in providing data for acquisitions and PBOs. They use a pre-determined format populated by financial data obtained from an external data provider.
The Investment Audit Team is split into 3 areas which you will be closely involved with.
You will also be required to complete Data Capture Forms pertaining to the IAs.
Adhering to the Company's Service Excellence, you will be expected to always provide exceptional client service.
The client is at the heart of our values and therefore all communication should be clear, polite, and written in concise Plain English.
Within the overall proposition and retain a conscientious approach to conducting the Audits to a consistently high standard.
Monitor the Investment Audit inbox for ad hoc requests and answer queries promptly.
Constantly maintain the IA workflow to be able to deliver and report on the various tasks. This ensures all internal interested parties can easily review the status of each client.
Understanding the importance of the Investment Audit
Work closely with other Paraplanners and Paraplanner Team Leaders to share ideas and best practice.
Experience and Qualifications:
Relevant experience of working in investment operations, including a basic understanding of ISA’s, SIPP’s and
General Investment accounts.
Experience of dealing with functions associated with purchase of unit trusts / OEICs would be advantageous.
Experience of working with the Pershing Nexus Complete system would be an advantage though not essential as training will be provided.
Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences
