Jobs
>
Leeds

    Senior Investment Administrator - Leeds, United Kingdom - Redmayne Bentley

    Default job background
    Description

    We are looking for an experienced Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. Utilising your skills and industry knowledge, you will be relied upon to provide detailed proposals, reports, correspondence and other documentation to ensure our clients receive excellent service and meet their investment objectives.

    What you'll do

    In this role, you'll:

    • Produce Investment Proposals
    • Process trades as required
    • Assist and prepare reports, correspondence and other relevant documentation including investment proposals
    • Onboard new clients and collate data that will assist with the administration of their accounts.
    • Provide clients and/or their agents with information and reports about their portfolios.
    • Support and assist the team in general branch administration.
    • Ensure compliance with FCA requirements, the Branch Manual, Code of Conduct policies and T&C framework.

    What we're looking for

    • An intermediate level of knowledge of Microsoft Office, particularly Microsoft Word and Excel.
    • Significant experience (3+ years) in a similar role within Financial Services
    • Direct experience liaising with private clients in a Financial Services firm
    • Detailed knowledge of Financial Services and the FCA.
    • Good attention to detail and accuracy
    • Commitment to maintaining compliance and identifying issues.


  • BWD Search & Selection Leeds, United Kingdom

    If you're an Investment Administrator or have experience working in an IFA or Investment Admin experience and are looking for the next step up, then look no further. · This fantastic growing reputable IFA firm who are looking for an Investment Administrator to join their Leeds of ...


  • Meraki Leeds, United Kingdom

    **Investment Administrator** · Competitive Salary · Permanent · Leeds · Meraki Talent is currently working with a leading financial services firm looking to hire an Investment Administrator to join the collaborative Leeds-based team. This is an excellent opportunity to join a wel ...


  • Investec Leeds, United Kingdom

    **Investment Administrator - Investec - Leeds** · We'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 understandin ...


  • Redmayne Bentley Leeds, United Kingdom

    At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients' wealth. · We are proud of the culture we have created and of our approach, which promotes open and effective communication, with lots of scope for collaborative working. You w ...


  • Meraki Leeds, United Kingdom

    **Graduate Investment Administrator** · Competitive Salary · Permanent · Leeds · Meraki Talent is currently working with a leading financial services firm looking to hire an Investment Administrator to join the collaborative Leeds-based team. This is an excellent opportunity to j ...


  • Walker Crips York, United Kingdom

    **Aim and Purpose of the role**: · To provide administrative support for all Investment Directors and Investment Managers. · **Specific Duties**: · Duties could include, but are not limited to the following: · - Processing new business/accounts and changes to existing business/ac ...


  • Heat Recruitment Leeds, United Kingdom

    Investment Administrator - Great Leeds Area Basic up to £40,000 plus excellent package · Company · A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienc ...


  • Heat Recruitment Leeds, United Kingdom

    Investment Administrator - Great Leeds AreaBasic up to £40,000 plus excellent packageCompanyA highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced invest ...


  • Rathbones Leeds, United Kingdom

    A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. ...


  • Progeny Leeds, United Kingdom

    **Description**: · As Asset Management Administrator, you will join our growing Investment and Operations team to provide administrative support for a variety of our investment services. You will support the team to ensure that an excellent client service is provided, through a v ...


  • Gibson Hollyhomes Leeds, United Kingdom

    **Administration Assistant - Corporate Finance** · **Excellent Career Progression Opportunities** · **Leeds - LS29** · *** · My client are an international leading finance business, looking for an experienced Administrator with a keen eye for detail and investigation. · Working w ...


  • Reward Recruitment Leeds, United Kingdom

    **Wealth Management Administrator** · **Leeds** · **£25,000 - £28,000, with benefits including Employer pension contribution, death in service (4x), 24 days paid leave plus bank holidays, Discretionary bonus, Exam support and training** · **Duties**: · - On boarding new clients t ...

  • Huntress

    Administrator

    1 week ago


    Huntress Leeds, United Kingdom

    An excellent opportunity for an experienced Administrator to join a prestigious Financial Services organisation based in Leeds City Centre with 2 days WFH. This role will involve supporting a team of three Investment Managers, you must have excellent attention to detail and confi ...

  • Huntress

    Administrator

    1 day ago


    Huntress Leeds, United Kingdom

    An excellent opportunity for an experienced **Administrator** to join a prestigious Financial Services organisation based in Leeds City Centre with 2 days WFH. This role will involve supporting a team of three Investment Managers, you must haveexcellent attention to detail and co ...


  • Redmayne Bentley Leeds, United Kingdom

    **Hours per Week** · 37.5 · **Work Pattern** · 8.30am - 5.00pm (Monday-Friday) · **Client Facing** · No · **Seniority** · Entry-Level · Reconciliations Administrators play a vital role in ensuring the firm's compliance with our FCA requirements. · Simply put, our Reconciliations ...


  • Northern Property Partners Leeds, United Kingdom

    **Construction Administrator** · Northern Property Partners are investment experts that help our clients invest in the UK property market with ease. Our end-to-end investment strategy utilises our in-house services so that every stage of a client's investment journey is planned a ...


  • Northern Property Partners Leeds, United Kingdom

    **Construction Administrator** · Northern Property Partners are investment experts that help our clients invest in the UK property market with ease. Our end-to-end investment strategy utilises our in-house services so that every stage of a client's investment journey is planned a ...

  • Northern Property Partners

    Administrator

    17 hours ago


    Northern Property Partners Leeds, United Kingdom

    Northern Property Partners Group are investment experts that help our clients invest in the UK property market with ease. Our end-to-end investment strategy utilises our in-house services so that every stage of a client's investment journey is planned and delivered. With a focus ...


  • Smart Investment & Management Leeds, United Kingdom

    **Company description**: · Smart Investment & Management is committed to being at the forefront of the residential property market while also providing a credible and professional approach. · Our aim is to provide the best knowledge and customer service in helping our clients wit ...


  • CB3 Associates Ltd Leeds, United Kingdom

    **The Company**: Highly reputable IFA business who sit at the forefront of UHNW private client advice looking to bring in an experienced, private wealth focused IFA Administrator to their expanding back-office support team. · - **Office Location**: Central Leeds · - **Hybrid/Home ...