Investment Administrator

Recruit UK are working with one of the UK’s largest providers of Investment Services. Due to expansion, they have an exciting opportunity for an Investment Administrator in their Newcastle office. They are looking for an experienced Administrator who will provide high-quality administrative support to Investment Managers, enabling the delivery of strong client outcomes.

Duties will include but not limited to

• Administrative support as directed by the Investment Assistant Manager
• Supporting various teams as necessary e.g., writing up file notes, drafting letters, arranging client meetings
• Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for clients in vulnerable circumstances
• Account opening and closing
• Transfer of stock into accounts and payments
• Updating Avaloq with static data
• Producing excel reports via data held on Avaloq
• When required to support the Desk, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly

Benefits

• Competitive salary up to £35,000
• Discretionary bonus
• Medical Cash Plan
• Income protection
• Health Cash Plan / Pension
• 25 days holiday + Bank holiday
• Hybrid working

Skills and experience required

• Experience as a Administrator in a financial planning or investment management firm
• Sound understanding of regulated financial advice and investment services
• Excellent organisational and time management skills
• Confident using MS Office and client record systems
• A team player who can also work under their own initiative

About Recruit UK

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Salary: GBP 24000 - 42000 per year