Investment Administrator

ARCC CONSULTING LIMITED; Surrey; Hybrid; CAD 64,213 - 78,482; Full time

Benefits offered by this job

25 days holiday

Group Pension

DIS

Group PHI

Free parking

Job summary

ARCC CONSULTING LIMITED in Surrey is seeking an Investment Administrator to support investment switches and IMC administration, with a 4 days office + 1 day WFH pattern. The role requires experience in pensions switches, GIAs, and ISAs within an IFA practice.

You will construct client portfolio reviews, submit trade data, monitor contributions, and assist the IMC with performance analyses in a collaborative environment. 25 days holiday, pension, DIS and PHI are offered.

Qualifications

• Experience in investment switches within an IFA practice.

Responsibilities

• Construct client portfolio reviews and manage reviews within the annual timetable.
• Send client reviews and follow up on non-responses.
• Check regular contributions are linked to template reports.
• Check phased buys are up to date with model portfolios.
• Submit investment trade data to platform providers.
• Handle customer queries and update the Client Investment Oversight Officer on progress and trends.
• Provide data for the IMC including analysis of investment models, performance/contribution analysis and investment research.

Skills

Investment administration

Pensions switches

IFAs admin

IMC administration

Job description

Rare opportunity to work for an award-winning IFA business in a fantastic environment, surrounded by 1st class people, really good team dynamic that is important for the business to maintain.

Job Title / Location

Investment Administrator, Surrey/WFH

Salary

To £38,000 + bonus c.£2,000, pension, 25 days holiday, Group PHI, DIS

Office / WFH

4 days office + 1-day WFH (9am - 5.30pm)

• Requirements: Previous IFA admin/sales support experience that must include experience with pensions switches, GIA's, ISA's etc
• Role Snapshot: Driving the investment management process, constructing client portfolio reviews, executing trades/rebalancing client portfolios, some fund research & being part of the Investment Management Committee (IMC)

The Company

A well-established IFA practice that advises across the board, both on individual and group products. This role will assist the Client Investment Oversight Officer in driving the investment switching process and all the resulting administration.

The Role

For this Investment Administrator post, our client is happy to take on someone who has either focused on investment switches or has worked in a general IFA admin/sales support role that has exposed you to switches. The role has two main elements, one linked to client investment administration, the other is IMC administration. Responsibilities include:

• Constructing client portfolio reviews and managing reviews within the annual timetable, sending client reviews and following up on non-responses.
• Checking regular contributions are linked to template reports.
• Checking phased buys are up to date with model portfolios.
• Submitting investment trade data to platform providers.
• Handling customer queries, keeping the Client Investment Oversight Officer updated on progress and trends.
• Provide data for the IMC - includes analysis of investment models, performance/contribution analysis and investment research.

Skills / Experience Required

For the Investment Administrator role, you must have experience in investment switches within an IFA practice. The role is largely office based, as the teamwork between this role and that of the Client Investment Manager is so important. Accuracy is also key, as is finding someone who is a genuine team player.

Additional Information

• Salary: To £38,000 + c.£2,000 bonus.
• You would also get 25 days holiday, Group Pension, DIS and Group PHI.
• The role is based just outside of Guildford, free parking available.