Investment Administrator

LGBT Great; London; On-site; GBP 25,000 - 45,000

Job description

Investment Administrator Location: London Salary: Competitive Contract Type: Permanent Position Type: {Advertised Full Time / Part Time} Expiry Date: 25/04/2025 23:59

The Vacancy

The Team Administrator delivers administrative service and support to Investment Managers, Portfolio Managers, clients, introducers and responds to requests from supporting functions. This is achieved by having a clear and precise understanding of all the processes and procedures that are undertaken within the administrative team.

Role Responsibilities:

• Open, scan and save post to client files
• Answer and respond to client and introducer queries on the phone and email
• Stay on top of workflow queues and respond to requests
• Book meetings for the IM team
• Liaise with appropriate teams for the effective onboarding of new clients
• Initiate incoming and outgoing transfers, keeping the Investment Manager/ Portfolio Manager updated with progress regularly
• Instruct internal transfers of cash and stock from one portfolio to another
• Complete payment instructions from clients, including taking payment instructions and arranging call backs to clients, if required
• Complete client KYC data amendments and account amendments
• Process ISA/ LISA/ JISA and Flexible ISA subscriptions
• Assist with meeting preparation, including printing and binding client and introducer reports and presentations
• Build relationships with introducers and their para-planning team, as well as with clients of the team
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Knowledge, Skills and Experience:

• Experience in a similar role as a Team Administrator within Wealth or Investment Management preferred but not essential
• Demonstrable interest in and understanding of financial services
• Proven organisation, planning and prioritising skills
• Demonstrable level of attention to detail
• Ability to engage with diverse clients, Professional Advisers, Investment Managers, product providers and internal stakeholders
• Possess a passion and energy to deliver successful outcomes for our advisers and clients