Investment Administrator

Hooray; Cheltenham; On-site; GBP 25,000 - 45,000; Full time

Job description

Do you have previous experience working in a financial administration role? Are you able to work collaboratively with a variety of stakeholders and HNW clients? Would you like to work in a high performing business? Great, please get in touch today.

Our client is a highly regarded and well-respected company on a mission to be the best business in the UK for wealth professionals and their clients. They are looking for a proactive Investment Administrator to support the Investment Management team with administration of client related queries. You will deliver outstanding client service through excellent communication skills and a customer orientated approach whilst consistently adhering to regulatory responsibilities.

Please note that this is a 12 month FTC role with a very attractive salary package for the right person - please contact Hooray for more information.

Benefits of an Investment Administrator:

• 25 days holiday
• Discretionary bonus opportunity
• Opportunity to play a key role as the company expands

What are the day-to-day responsibilities of an Investment Administrator?

• Support with the account opening and onboarding of new clients including AML and Due Diligence checks when onboarding new clients.
• Ensure all client queries are dealt with professionally at all times and that records are accurate and up to date.
• Contribute and engage in strategic planning and continuous improvement ideas to ensure internal and external stakeholders receive exceptional support.

Required Skills and Qualifications of an Investment Administrator:

• Previous experience in a client facing investment administration or wealth administration role is desirable.
• Highly organised with confident communication and interpersonal skills.
• Strong IT skills (MS Office) and ability to manage projects.
• Resilient with an ability to manage and prioritise a variety of tasks.

If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you.

As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality.