Discretionary Investment Administrator

Search Consultancy
01 Nov 2018
01 Dec 2018
Contract Type
Full Time
Discretionary Investment Administrator based in Somerset, competitive salary with good benefits.

Main Responsibilities

• Set up Discretionary Service accounts, including Client portal access and regulatory reporting functions, such as valuations and CGT reports.
• Accurately and efficiently set up new policies on an internal system once all requirements have been met.
• Use internal system to add and update fee expectations including liaising with Accounts
• Sending applications to Third party companies with clear instruction for processing.
• Liaise with third parties to obtain progress updates on cases.
• Work closely with the Investment team, regarding the investment of new cash, Bed and ISAs and process cash withdrawals to clients and third party companies

Ideally you will have

• Previous experience working in a DFM environment
• Ability to prioritise work appropriately
• Desire to work in a fast pace environment
• High attention to detail
• Ability to work to a deadline
• Have a good knowledge of basic Financial servicing products including SIPPs and ISAs

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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