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Investment Administrator
2 weeks ago
Quilter London, United KingdomWhat the Hiring Manager Says · - We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting 3 investment managers and two senior investment administrator. · - This work will cover all aspects of administration of the a ...
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Investment Administrator
1 week ago
Investec London, United KingdomWe're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. · Investec ...
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Investment Administrator
3 weeks ago
mbf. London, United KingdomWe are currently working with a boutique investment management business with offices close to London Bridge to recruit for an Investment Administrator. This role will be working within the Property and Investments team. · Duties will include; · To provide accurate and efficient a ...
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Investment Administrator
2 weeks ago
Close Brothers Group London, United Kingdom**OVERALL SUMMARY** · The Investment Administrator's primary function is to provide administration service support to the HNW team, managing the coordination and administration of all client related queries ensuring best practice is delivered without exception. They will report d ...
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Investment Administrator
3 weeks ago
mbf. London, United KingdomOur client is recognised as a leading Investment Management and Wealth Management business with offices in the City of London. They current seek to recruit for an Assistant Investment Manager to join their busy and vibrant team. You will be working withina forward thinking organi ...
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Investment Administrator
2 weeks ago
Investec London, United KingdomWe're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. · Investec ...
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Investment Administrator
2 weeks ago
MB Fitzgerald London, United KingdomFinancial Planning arm of a leading Investment Management firm are currently seeking to recruit an Investment Administrator to be based out of their City offices on a hybrid basis. The main purpose of the role will be to invest client monies in a timely and correct manner, suppor ...
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Investment Administrator
2 weeks ago
BWD Search & Selection Ltd London, United KingdomBWD are working exclusively with a leading multi-family office and private bank who are seeking an Investment Administrator. The firm are currently in a growth phase and therefore need further assistance to support the front office team. · As a pivotal member of the team, your ro ...
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Investment Administrator
3 weeks ago
Blakemore Recruitment London, United KingdomWe are currently recruiting for a Financial Planning firm in London who are looking to recruit an Investment Administrator to join their team. · **Purpose of the role** · To invest client monies in a timely and correct manner, support the advisers with new and ongoing business an ...
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Investment Administrator
1 week ago
Close Brothers Group London, United Kingdom**OVERALL SUMMARY** · The Investment Administrator's primary function is to provide administration service support to the HNW team, managing the coordination and administration of all client related queries ensuring best practice is delivered without exception. They will report d ...
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Investment Administrator
1 week ago
Recruit UK London, United Kingdom**Job Title**: Investment Administrator · **Industry**: Investment Management · **Location**: London · **Salary**: £30,000 - £35,000 · **Job Reference**:9020 · Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the eth ...
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Investment Administrator
2 weeks ago
Quilter London, United KingdomWhat the Hiring Manager Says · What the Hiring Manager Says · We are looking to recruit an individual with passion for the industry into our small, but growing, group of Investment administrators. This role will be assisting a small group of investment managers. · This work will ...
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Investment Administrator
1 week ago
Walker Crips London, United Kingdom**Aim and purpose of the role**: · To invest client monies in a timely and correct manner, support the advisers with new and ongoing business and all associated administration. · **Key accountabilities/responsibilities**: · Investment dealing on TPS Trading Platform. · Setting up ...
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Investment Administrator
3 weeks ago
Bradbury Hamilton Ltd London, United KingdomAdminister Annual Portfolio Investment Review Reports and fund switches for existing clients in a systematic and timely fashion using the Company's back office system and specified review procedures. Client communication in regards to review reply slips is part of the role. · Att ...
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Investment Administrator
1 week ago
eFinancialCareers London, United Kingdom**Investment Operations Administrator/ Accountant (Reconciliation SME)** · Our client, a majority partner owned Investment Management firm, is looking for an Investment Administrator/Accountant to join their Investment Support Services team. · The main focus of the role will be t ...
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Investment Administrator
1 week ago
mbf. London, United KingdomFinancial Planning arm of a leading Investment Management firm are currently seeking to recruit an Investment Administrator to be based out of their City offices on a hybrid basis. The main purpose of the role will be to invest client monies in a timelyand correct manner, support ...
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Investment Administrator
3 days ago
Quilter London, United KingdomSummary · "This is a fantastic opportunity to become part of a specialist and ambitious team within the rapidly growing sustainable investment segment of the UK wealth management sector. · - Investment Manager · About the Role · Level: 2 · Department: Quilter Cheviot / Sustainabl ...
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Investment Administrator
2 days ago
Investec London, United KingdomWe're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. · Investec ...
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Investment Administrator
4 days ago
MB Fitzgerald London, United Kingdom**Key Responsibilities**: · - Managing client portfolios, including investment transactions and portfolio rebalancing · - Maintaining accurate client records and ensuring all regulatory requirements are met · - Assisting with the preparation of client reports and presentations · ...
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Investment Administrator
2 days ago
mbf. London, United Kingdom**Key Responsibilities**: · - Managing client portfolios, including investment transactions and portfolio rebalancing · - Maintaining accurate client records and ensuring all regulatory requirements are met · - Assisting with the preparation of client reports and presentations · ...
Investment Administrator - London, United Kingdom - mbf
Description
We are currently seeking to recruit for a Investment Administrator to join the Investment Management division of a prestigious wealth management firm.
This firm has a storied history and has established itself as a key player in the wealth management industry through continuous evolution and growth, offering a wide range of investment and wealth management services.
Within the Investment Management division, there is a specialised team focused on the blue economy, which includes all industries and sectors related to oceans, seas, and coasts, both marine-based and terrestrial.
This vacancy will sit within this team.The firm manages assets exceeding £50 billion and provides comprehensive services in investment management, financial planning, and wealth management to a diverse clientele, including individuals, charities, and institutions.
The current requirement is for an Investment Administrator to be a part of the London based Blue Economy Team within the Investment Management division.
This role is ideal for either a recent graduate with over 6 months of experience in Investment Management or an individual with more than a year of experience in the field looking to specialise in the blue economy sector.
Role Responsibilities include:
Developing and maintaining client and business stakeholder relationships, leveraging business and client requirement knowledge to achieve desired outcomes.
Managing the client lifecycle administration process for efficiency and timeliness.
Taking responsibility for client administration tasks and serving as the primary liaison between clients, the investment team, operations, and other key stakeholders.
Ensuring adherence to all client lifecycle processes in line with the firm's operating model, including account management, onboarding, transfers, and quarterly valuations, while also proposing process improvements.
Supporting the investment team in understanding client suitability requirements, including information gathering for client suitability and producing client summaries/welcome letters.
Collaborating with the team and wider administration functions to share and develop best practices.Being the initial point of contact for clients and handling administration queries, including participating in client meetings and leading discussions on client administration matters.
Compensation Package includes:
A base salary up to £45,000, with an annual discretionary bonus
Benefits:
9% Pension contributionLife CoverPrivate Medical InsuranceHealth ScreeningIncome ProtectionSharesave PlanSeason Ticket Loan25 Days Annual Leave with an option to purchase an additional 5 daysComprehensive study supportThe position is based in London and offers a hybrid working model, allowing up to 3 days a week of remote work.