Investment Administrator

£27,000 - £28,000

BCR/11145

Birmingham

We have an exciting opportunity for an Investment Administrator to join one of our impressive client's largest teams in their Birmingham office. The role will support two successful Investment Managers within a very busy wider team and cover all administration requirements for investment management services and investment advice to a range of private and professional clients, IFAs, and the charitable/not-for-profit sector. This is an opportunity to join a friendly, ambitious, and growing team, committed to creating an inclusive culture that embraces diversity.

Based on experience, the chosen candidate will initially be a source of support and assistance to the team. Concurrently, our client will support and mentor them as they receive training for any relevant qualifications they wish to undertake.

Key Responsibilities:

• Assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients.
• Provide effective and efficient team support and client administration.
• Assist with the administration of regular suitability checks for all clients by preparing fact find forms, suitability letters, etc.
• Provide clients and/or their agents with information and reports about their portfolio.
• Ensure all client relationships are properly documented on a timely basis, including maintaining "Know Your Client" information and data on the CRM system.
• Answer phones, deal with queries from clients and intermediaries, and take appropriate messages.
• Ensure new accounts and amendments to existing client accounts are opened in a timely and accurate manner.
• General client administration: update team client task bar with all tasks, process and delegate client correspondence, process ISA subscriptions, manage internal and external post, book rooms for meetings, and set up boardrooms.
• Undertake mail merges for quarterly market updates, marketing events, Christmas cards, etc.
• Prepare reports, correspondence, and other relevant documentation including Investment Proposals and PowerPoint presentations for client meetings.
• Update databases with revised client details.
• Prepare and submit expenses claims, CPD logs, etc. in a timely manner for IMs.
• Have a working knowledge of Excel, Word, and other Microsoft Office products.
• Carry out any other duties reasonably requested by the line manager to ensure the smooth running of the client base.
• Ensure all duties and tasks are completed within all relevant rules, compliance regulations, and in-house policies and procedures.

• Willing to work for and with both teams while building up your skills and knowledge with the option to undertake professional qualifications.
• Good Microsoft Office skills (Word, Excel, PowerPoint, and Outlook).
• An open and inquisitive mind, willing to learn, debate ideas, and contribute.
• Potential, if not current skills, to make the most of this exciting opportunity.
• Good operational knowledge of interdepartmental processes.
• A team player, with the ability to prioritise workloads, and a high attention to detail.

If this sounds like a role you'd thrive in, we'd love to hear from you. Please apply now or get in touch with Bell Cornwall Recruitment for more information on the role and other roles we have available.

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment business. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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