Investment Administration Lead - Wealth Management (FTC)

Flair for Recruitment; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

Flair for Recruitment is partnered with a leading wealth management firm to recruit an Investment Administration Manager on a 12-month FTC. You will lead a team of 5+ Investment Assistants, supervise workflow and support the growth of the business by providing training and development to your team.

Key duties include coaching, delivering high-quality operational support to Investment Managers and Brokers, handling onboarding and client paperwork, preparing valuations and performance reporting,

Qualifications

• Previous team leader or management experience.
• Experience within Wealth Management (or similar).
• Strong communication and customer service skills.

Responsibilities

• Lead and manage a team of 5+ Investment Assistants, providing coaching, mentoring, training, performance management and ongoing development.
• Deliver high-quality operational support to Investment Managers and Brokers, ensuring efficient day-to-day administration and providing overflow cover where required
• Support client servicing and onboarding, including pre-meeting preparation, new client paperwork, valuations, performance reporting, applications, transfers and suitability documentation
• Monitor team performance and processes, producing MI and regular reporting, setting team objectives, identifying improvements and ensuring work is completed efficiently and to a high standard
• Collaborate across the business, working with Business Managers, Operations and other teams to resolve issues, improve processes and ensure effective communication
• Ensure regulatory and process compliance, including FCA, CASS, AML and GDPR requirements, while supporting projects and contributing to wider business initiatives

Skills

Team leadership

Wealth management experience

Communication skills

Customer service

Job description

Flair for Recruitment is partnered with a leading wealth management firm to recruit an Investment Administration Manager on a 12-month FTC. You will lead a team of 5+ Investment Assistants, supervise workflow and support the growth of the business by providing training and development to your team.

Key duties include coaching, delivering high-quality operational support to Investment Managers and Brokers, handling onboarding and client paperwork, preparing valuations and performance reporting,