Investment Administrator

Flair for Recruitment
Bath, UK
18 Sep 2019
28 Sep 2019
Contract Type
Full Time
Do you have previous financial services experience with the ability to deliver excellent customer service? Are you computer literate, with a strong working knowledge of Excel? Are you interested to pursue a career in investments? Then this could be the role for you.

Our client, a leading wealth management firm, is looking for an Investment Administrator to play an integral part in their growing team.

In this role you will:
  • Handle daily cash reconciliations
  • Liaise with third parties such as fund managers, banks, and auditors
  • Process checks and banking
  • Meet all Financial Conduct Authority (FCA) regulations

Your skills and qualifications:
  • You will be computer literate, specifically Excel
  • You will have good attention to detail
  • You will have excellent interpersonal and communication skills
  • You will have the ability to work well under pressure, and to tight deadlines
  • You will have a background in reconciliations including a knowledge of CASS (desirable)
  • You will have an understanding of investments and investment products (desirable)

About the firm:
  • An independent wealth management service for Investment Advisors and their clients
  • Innovative, highly professional and vibrant financial services company
  • Fast moving, results-orientated and dynamic culture

If this role sounds of interest, please contact Leah at Flair for Recruitment for further information. If you know anyone that is suitable and looking for a new opportunity, please pass on our details as we offer vouchers if referrals are placed.

Similar jobs

Similar jobs