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Investment Operations Administrator

Salary:
19,708 P.A. ?
Location:
Bromsgrove

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The opportunity for an Investment Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and discretionary investment management service.

The firm has a fast moving, fast growing, dynamic and challenging culture but also one where everyone feels part of the team and where they can have fun.

The Opportunity


Placing trades (some are high value transactions)
Booking trades
Reporting trades to administrators
Liaising with investment managers, custodians and fund administrators
Reconciling fund positions to external counterparties
Instructing corporate action instructions to custodian
ISA reporting and monitoring
Processing payments, DFM and FP fees
Setting up new securities
Trading on external platforms


What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have –


A general interest in the investment industry
Experience in the financial services industry
Attention to detail and a real focus on accuracy
Demonstrate initiative, adaptability and flexibility to cope with ever-changing demands of the role.


What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support

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