Investment Support Administrator - 6 month FTC

Resource Management Ltd
12 Apr 2018
20 Apr 2018
Contract Type
Full Time

Investment Support Administrator - 6 month Fixed Term Contract

Bath (central)

Salary: up to £24,000 depending on experience

Benefits: (28 days holiday + bank holiday, pension, annual bonus)

We are recruiting for a leading business within the Investment and Wealth Management sector and one of the largest employers in central Bath. Their investment platform is used by financial advisers to manage their clients' money and has grown into an award winning, flexible and transparent service that allows both advisers and investors view and manage their investment portfolios in one place online.

An excellent opportunity has arisen within their back office support team on an initial 6 month Fixed Term Contract.

Predominantly supporting the Fund and Stock team you will be responsible for facilitating the addition and assessing the suitability of investment products which are available on the company's platform and maintain the integrity of the standing data on an ongoing basis.


  • Assess the suitability of new investment products for the platform
  • Liaise with fund managers and deposit takers to facilitate the listing of their products on the platform
  • Add assets to the platform in order for them to be purchased by our clients and advisers
  • Monitor and update system data to keep pace with changes to assets and price data for all investments listed on the platform

Required knowledge, skills and experience:

  • Experience within a similar administrative office support role ideally from within the Investment or Wealth Management sector but not essential
  • Excellent communication skills both written and verbal
  • High level of attention to detail
  • Numerate and process focussed
  • Advanced Excel skills i.e. V-look up count
  • Knowledge of SQL would be an advantage

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