Investment Administrator - St Albans, United Kingdom - M.A.S Resourcing Ltd
Description
PERMANENT ADMINISTRATOR - ST ALBANS - F/T or P/T K
We are looking for an experienced individual from a wealth management background.
You are either an IFA administrator, wealth management admin or perhaps a paraplanner willing to also do the admin for our established St Albans based client.
They are really busy so need some experienced hands on deck.With this is mind they are really flexible on the individual in regards to full or part-time hours but they will be in the office due to the nature of the workload.
**Daily duties are likely to involve: - **- Overall support to Investment Managers- Diary management and booking meetings
- Updating of internal systems
- Oversee management of client annual reviews and portfolio reviews
- Assist with portfolio reports
- Client on boarding
- Preparation of platform withdrawals/ fund switches / transactions
- Preparing client meeting packs for advisers
- Be self sufficient and work on own initiative.
- Knowledge or at least awareness of DFM
- Be of a flexible nature to adapt to an ever changing environment
Job Types:
Full-time, Part-time, Permanent
Part-time hours: 20 per week
Salary:
£30,000.00-£40,000.00 per year
Benefits:
- Company pension
- Flexitime
- Free parking
- Life insurance
- Onsite parking
- Private medical insurance
- Work from home
Schedule:
- Flexitime
- Monday to Friday
- No weekends
Experience:
- investment administration: 1 year (required)
Work Location:
In person
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