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Investment Administrator

Investment Administrator

Wirral, Merseyside

£20,000 - £24,000

Wirral based specialist Financial Services organisation is looking to recruit an Investment Administrator.

Your role will be to:

  • Processing all investment administration.
  • Work with Investment Management firms and chase documentation.
  • Administration on Investment schemes.
  • Process adjustments and new business.
  • Work with Financial Advisors.
  • Work on ad hoc Pension Support.
  • Keep clients up to date with changes.
  • Work on Ad hoc projects within the investment team.

The successful candidate must have experience in the following:

  • Worked within an Investment Management organisation.
  • Ideally have investment administration or Pensions Administration experience.
  • If you have worked in Wealth Management that would be advantageous but not essential.

Please click to apply: 

30 November 2023
Financial Planning
Investment Administrator
Merseyside, Wirral
£20,000 - £24,000