An excellent Investment Administrator role has arisen at a well established and reputable IFA practice based in the City of London who provide a high quality financial planning service to their HNW private and corporate clients. The business has grown rapidly over the past few years due to increased business levels and new clients. As such, an excellent opportunity has arisen to join their growing Investment team to provide support to the Investment Manager. You will be required to conduct trading activities on behalf of clients, produce basic investment recommendations, assist with research into investment funds, attend and take minutes at quarterly Investment Committee meetings and respond to Financial Adviser requests regarding client investment portfolio performance.
As Investment Administrator you will have a minimum 2:1 degree and 1 to 2 years in an investment related role within an IFA, Wealth Management or Investment Management environment. You will have an excellent attention to detail with strong communication skills and must be able to work on your own or in a team environment. Platform experience is highly desirable especially Pershing Nexus although this is not essential. Knowledge of Financial Express Analytics is a bonus.