Investment Administrator - Huntly, United Kingdom - Redmayne Bentley
Description
Key Information
Hours per Week
40
Work Pattern
8.00am - 5.00pm (Monday to Friday)
Client Facing
Yes
Seniority
Entry-Level
Hybrid Working
Not Available
Investment Administrators are one of the first points of contact for dealing with queries from our clients as well as providing timely and valuable admin support to our Investment Managers and Executives.
- Supporting the onboarding of new clients.
- Producing documentation for Investment Managers to provide to their clients such as Review Packs and Investment Proposals.
- Providing clients and/or their agents with information and reports about their portfolios.
- Administering requests from solicitors for Confirmation valuations and documentation required for subsequent share sales.
- Processing the movement of funds between accounts.
We work in a regulated industry, so you will need a high attention to detail to ensure that our records are kept up to date and avoid any possible regulatory breaches.
Whilst no previous industry experience is required, you would benefit from a good awareness and knowledge of our industry and the regulatory environment we work in.
What we're looking for
- Excellent communication skills.
- Confident ability to learn new systems and processes.
- High level of attention to detail.
- Consistent and accurate administrative skills.
- Excellent time management skills.
- Awareness of financial services and FCA regulations.
What does the future look like?
Once you are settled into the role, you will be able to take on more responsibility within the team, including taking on more complex queries and learning more about how the rest of the team functions.
Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications, if that is something they wish to do.
Typically, our administrators would start on the Level 3 Investment Operations Certificate, which provides them with a deep understanding of our industry, FCA regulations and how our firm operates.
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.
We encourage everyone to get involved, so you will have lots of opportunities to put forward your own ideas, and build on your skills, knowledge, and experience.
As one of the UK's largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.
Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.
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