- Pre-client meeting preparation including production of new client paperwork, valuations, and performance summaries.
- Monitoring of new account openings to ensure cases are submitted and handled appropriately whilst keeping the Investment Manager and client informed.
- Handling telephone inquiries from third parties and clients regarding their portfolios and accounts.
- You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress.
- Knowledge of Financial Services and the FCA.
- It is preferable that you are CISI level 3 qualified or above.
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Investment Administrator - Manchester, United Kingdom - Heat Recruitment Ltd
Description
Investment AdministratorA Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
You will have a minimum of 18 months experience as an investment focused administrator working with either a specialist investment house or financial adviser.