Investment Administrator
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| Job Type | Permanent Full Time |
| Location | GU22 0RN |
| Area | Surrey, UK |
| Sector | Office Support |
| Salary | £23,500 |
| Start Date | |
| Advertiser | Lloyd Recruitment |
| Telephone | 01372 818 299 |
| Job Ref | LO10823 |
- Description
- Investment Administrator
Lloyd Recruitment are delighted to be recruiting for a highly professional, well established financial services organisation that seek an analytically minded Administrator to join their Investment department.
This role could suit a graduate with a keen interest in developing a career within financial services.
To £23,500 ** BASED GUILDFORD/WOKING AREA ** PENSION ** LIFE INSURANCE ** 21 DAYS HOLIDAY (INCREASING WITH SERVICE) **HEALTHCARE SCHEME **PROFESSIONAL STUDY SUPPORT ** PROFESSIONAL, FRIENDLY WORKING ENVIRONMENT **
What you’ll be doing as Investment Administrator:
The role is heavily administrative focused and requires a very keen eye for detail and an extremely high level of accuracy.
Investment Management Service Support
Rebalancing of clients’ portfolios back to the originally agreed asset allocation
Liaise with Adviser regarding what has been agreed with client relating to policy inclusion and benchmark asset allocation
Become familiar with investment funds, their structure, asset allocation and charges.
Provide ongoing input into the improvement of the service.
Investment Management Service Administration
Ensure documentation sent out to client for authorisation in a timely manner.
Ensure all recommendations are checked by authorised individual prior to sending to client
Update IMS database with new clients details and any bespoke requirements
Manage transaction of investment instructions on receipt. Subsequent diary entries to be actioned/chased within company set timeframes.
The client seeks a strong administrator with a keen interest in the investment/financial services industry, any previous experience within investment administration and/or financial services would be advantageous however not essential.
Applicants should be analytically minded and have an extremely high standard of accuracy, experience gained within a legal, insurance, accountants etc. environment could also be of interest.
It is essential that applicants are highly articulate, with excellent written and spoken English, and a strong team player who is willing to muck in to ensure daily tasks are achieved.
The client will support studies for professional qualifications (IMC, DipPFS).
NB: Lloyd Recruitment Services would like to thank you for taking the time to apply to this vacancy. However, unfortunately due to a high number of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within seven days, please assume that you have not been shortlisted on this occasion. However please do join our Facebook community, to be the first to see our new positions.
Key words: Investment administrator, investment, IMS, investment management, financial services, IMC, analyst, analytical, administration
