Our Client is seeking a investment administrator associate to join their team! The successful candidate will be reporting into the investment administrator team leader and will hold responsibility for day to day administration within the team. this is an exciting opportunity for someone who is eager to move forward in their career and has a passion for improvement.
Key responsibilities (Will be dependent on the team they join)
New Business Team
- Process ISA, GIA, SIPP, and investment applications accurately and on time.
- Liaise with third-party providers and internal teams to support application processing.
- Manage and allocate emails from the shared mailbox.
Client Administration
- Handle client administration tasks, including contributions, withdrawals, and updates to client records.
- Manage shared mailbox enquiries and ensure documents are correctly scanned and filed.
Post Duties
- Process, scan, and distribute incoming and outgoing post.
- Log, monitor, and bank cheques accurately.
- Support daily document scanning and correspondence management.
Requirements & Desirable Skills
- Strong organisational, communication, and problem-solving skills.
- High attention to detail and ability to work under pressure.
- Proficient in Microsoft Office, especially Excel.
- Previous administration experience, ideally within financial services.
- Knowledge of ISA, SIPP, investment platforms, and FCA CASS regulations is desirable.
If this sounds like you, Apply Today!