Investment Administrator - London

TN United Kingdom; London; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking an Investment Administrator for a London/hybrid role. This position involves working closely with the Central Paraplanning Team and the Investment Research Team, focusing on Investment Audits and ensuring exceptional client service. The ideal candidate will have relevant experience in investment operations, strong IT skills, and the ability to communicate complex information clearly. Join a dynamic team dedicated to excellence and contribute to the success of investment strategies in a supportive and collaborative environment.

Qualifications

• Experience in investment operations with understanding of ISAs and SIPPs.
• Strong IT and communication skills are essential.

Responsibilities

• Part of the Central Paraplanning Team, working closely with the Paraplanning Manager.
• Maintain IA workflow and monitor the Investment Audit inbox.

Skills

Investment Operations

Communication Skills

IT Skills

Education

Relevant experience in investment operations

Tools

Pershing Nexus Complete

Job description

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Client:

Location:

London, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

bdd2d30bcbbb

Job Views:

125

Posted:

11.04.2025

Expiry Date:

26.05.2025

Job Description:

Investment Administrator - London

Our client is looking for a new Investment Administrator in this London/hybrid working role.

Key responsibilities:

1. You will be part of the Central Paraplanning Team working closely with the Paraplanning Manager.
2. In addition to this, you will work closely with colleagues in the Investment Research Team including the Head of Business Research.
3. The Investment Audits (IA) are a central part of assessing suitability and used in providing data for acquisitions and PBOs. They use a pre-determined format populated by financial data obtained from an external data provider.
4. The Investment Audit Team is split into 3 areas which you will be closely involved with.
5. You will also be required to complete Data Capture Forms pertaining to the IAs.
6. Adhering to the Company's Service Excellence, you will be expected to always provide exceptional client service.
7. The client is at the heart of our values and therefore all communication should be clear, polite, and written in concise Plain English.
8. Within the overall proposition and retain a conscientious approach to conducting the Audits to a consistently high standard.
9. Monitor the Investment Audit inbox for ad hoc requests and answer queries promptly.
10. Constantly maintain the IA workflow to be able to deliver and report on the various tasks. This ensures all internal interested parties can easily review the status of each client.
11. Understanding the importance of the Investment Audit.
12. Work closely with other Paraplanners and Paraplanner Team Leaders to share ideas and best practice.

Experience and Qualifications:

1. Relevant experience of working in investment operations, including a basic understanding of ISA’s, SIPP’s and General Investment accounts.
2. Experience of dealing with functions associated with purchase of unit trusts / OEICs would be advantageous.
3. Experience of working with the Pershing Nexus Complete system would be an advantage though not essential as training will be provided.
4. Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences.