Investment Administrator in Ramsbottom

Location: Ramsbottom

Salary: £30,000 per year

Recruiter: Reward Recruitment

Job Hours: Full-time

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Investment Administrator

Ramsbottom

Salary range up-to £30,000 plus benefits

On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced and self-motivated Investment Administrator who is detail-focused to join their investment team. In this role, you will be vital in supporting the financial advisers and ensuring client portfolios operate smoothly.

Key Responsibilities:

1. Prepare regular operational reports for the board of directors and investment committee.

2. Managing and resolving client queries in a professional and timely manner.

3. Assisting the investment manager with both quantitative and qualitative research on the model portfolios and their underlying funds.

4. Processing clients' application forms and investment transactions, adhering to strict SLAs.

5. Liaising effectively with investment advisers, third-party providers, and custodians.

6. Maintain accurate and up-to-date client records.

7. Assist with meeting preparation, which includes producing reports and taking meeting minutes.

8. Proactively identify and address potential issues with the investment administration process.

If you are qualified to A-Level as a minimum and have a basic understanding of investment principles and financial products with previous experience in financial services we would love to hear from you.

To apply, please submit your CV via email to Alternatively, you can contact Stuart on 0 7 7 4 7 7 8 2 9 3 4 for a discreet and confidential chat.

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About Reward Recruitment

rewardrecruitment.co.uk

REWARD RECRUITMENT.....

The staff at Reward Recruitment have a wealth of experience and knowledge within the recruitment sector. With one of the Directors having worked as an Executive Consultant for two of the largest International recruiters and the other Director offering a wealth of experience gained within the Recruitment Industry and as a Marketing Manager for an inter-national composite insurer.

Between them they have backgrounds spanning over 20 years in the Financial Services, Insurance Banking and Legal Sectors and are able to offer a professional, personal and rewarding approach to recruitment, whilst offering exceptional standards that are second to none.

Whether recruiting for new staff or looking for your next career move Reward Recruitment will listen to your exact needs, expectations and goals.

ARE YOU LOOKING FOR A NEW JOB?

As we all know taking that next career move can be a daunting experience and sometimes can stop you from making that next step. Here at Reward Recruitment we can provide you with full unbiased support from making that career move, finding you that RIGHT job, interview techniques, preparation, accepting a role and your resignation.

ARE YOU LOOKING TO RECRUIT STAFF?

Reward Recruitment value getting recruitment right and getting it right first time. To achieve this we spend time with all our clients getting to know them and their business. Only by doing this can we offer you the right people with the right qualifications and the right experience.

All candidates will be comprehensively screened and fully informed of the opportunity within your company.

We at Reward Recruitment are honest, reliable and don’t charge excessive fees for providing great people to your business.