An ambitious and growing wealth management firm is seeking an Investment Administrator to join the acquisition team. The successful candidate will be organised, proactive and hard working with experience working in the financial services or M&A industry, having a desire to progress in their career and add value to a rapidly growing business.
About The Role
• Administration team working on integration of newly acquired businesses into the Clifton business
• Ensure back office CRM system is updated in real time to a high level of data accuracy
• Data migration on completion of an acquisition including data cleansing and use of the existing back office system as required
• Asset migration modelling to inform the likely migration of assets to the Clifton Centralised Investment Proposition
• Preparation of asset migration packs to move clients to the Clifton Centralised Investment Proposition following an acquisition
• Use of the Morgan Lloyd Invest platform in order to create asset migration packs
• Use of third party product provider systems to create asset migration packs
• Liaison with advisers about asset migration including sending out weekly monitoring dashboard to track progress
• Monitoring of client resignations from acquisitions throughout the earn out period
• Build good relationships with advisers to assist with a smooth integration process
• Liaison with internal departments regarding integration of acquired businesses
• Contribute to ongoing improvement of M&A integration processes and procedures
About You
• Experience in the financial services sector
• Good understanding of acquisitions within the financial services sector
• Excellent communication style both written and verbally
• Excellent prioritisation and organisation skills with the ability to work to deadlines
• Good numerical skills with an eye for deal
• Excellent skills on all Microsoft packages including Excel, Word, Outlook, Powerpoint
• Good analytical and problem-solving skills
• Able to work under pressure
• Able to communicate with internal departments
• Comfortable working in a dynamic environment with ongoing acquisitions and integrations
If this sounds like you Apply Today!