Investment Administrator - St Albans, United Kingdom - M.A.S Resourcing Ltd

M.A.S Resourcing Ltd

Verified Company

St Albans, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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

**In return, what we need from you: - **- Similar experience to the above

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

This vacancy is being advertised by M.A.S Resourcing who are acting as an employment agency / business.

Job Types:
Full-time, Part-time, Permanent

Part-time hours: 20 per week

Salary:
£30,000.00-£40,000.00 per year

Benefits: