Investment Administrator - Bromley, Kent Basic c 38,000 plus excellent package
Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Kent with the addition of a further experienced investment administrator. What you will do:
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
Pre-client meeting preparation including production of new client paperwork, valuations, and performance summaries.
Assisting with the client onboarding process which includes pre-populating application forms, transfer forms, and producing suitability reports.
Monitoring of new account openings to ensure cases are submitted and handled appropriately whilst keeping the Investment Manager and client informed.
Handling telephone inquiries from third parties and clients regarding their portfolios and accounts.
About You:
You will have a minimum of 18 months experience as an investment focused administrator working with either a specialist investment house or financial adviser.
You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress.
Knowledge of Financial Services and the FCA.
Good attention to detail and accuracy.
It is preferable that you are CISI level 3 qualified or above.
It is essential that you already live within commuting distance of Bromley.
