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Kate & Co
Coventry
The KC Group have partnered with a finance organisation to based In the Coventry area who are recruiting an Investment Administrator to join their growing team. As an Associate Administrator you will be responsible for providing administrative support and managing relationships between the Practice and clients. To be considered for Investment Admin
Job Source: Kate & CoEximius Group
Birmingham
Our client a birmingham based Investment Manager have a role within there support team 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. To assist one or more Investment Managers in effective and efficient team
Job Source: Eximius GroupClever-HR
Solihull
An exciting opportunity for a Investment Administrator to join a successful and growing Chartered wealth management firm! Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning. Established for
Job Source: Clever-HRCranleigh Personnel
Birmingham
Title: Wealth Planning / IFA Administrator Based: Lickey, Birmingham outskirts Salary - £23,000 - £26,000 Job Summary: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company with a team of 15, is looking for a proactive adminis
Job Source: Cranleigh PersonnelTEMPLEGATE RECRUITMENT LIMITED
Coventry
EMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior IFA Administrator Location: Kenilworth Benefits: Competitive salary, Pension, Professional development opportunities Salary: £24,000 to £30,000 depending on qualifications and experience About the Company: Our client is a respected Independent F
Job Source: TEMPLEGATE RECRUITMENT LIMITEDPontoon
United Kingdom
Job title: Investment Accountant Location: Warwick/Hybrid Duration: 6 months initially Adecco is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender ide
Job Source: PontoonHeat Recruitment
West Midlands
Job DescriptionInvestment Manager/Director – Worcester, Cirencester & BristolBasic to £90,000 plus bonus and full packageCompanyA highly regarded Wealth Management firm are looking for additional Investment Managers/Directors to continue their development of their operation across the Midlands and South West of England.RoleYou will be responsible f
Job Source: Heat RecruitmentPontoon
Warwickshire
Job title: Investment Accountant Location: Warwick/Hybrid Duration: 6 months initially Adecco is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender iden
Job Source: PontoonBirmingham
Investment Administrator (12 month contract)
£25,000 - £30,000
BCR/JH/11077
Birmingham
Bell Cornwall Recruitment is proud to represent a leading investment firm in their search for an Investment Administrator in Birmingham. This role offers a unique opportunity to support two successful Investment Managers in one of the most dynamic teams in the industry. If you're seeking a role that combines rigorous administrative responsibilities with the chance to grow in the financial services sector, this position could be ideal for you.
Key Responsibilities: Client Support and Administration: Provide crucial support to Investment Managers, handling a diverse client portfolio that includes private clients, professional clients, IFAs, and charitable organisations. Manage all associated administrative duties, including account management and client communication.
Documentation and Compliance: Maintain precise documentation and compliance, focusing on "Know Your Client" information and CRM system accuracy. Prepare client records, fact-find forms, and suitability letters.
Communication: Serve as the first point of contact for client and intermediary inquiries, managing calls, taking messages, and ensuring effective communication.
Report and Presentation Preparation: Create detailed reports and PowerPoint presentations for client meetings and internal use.
Event and Marketing Support: Organise materials for marketing events and client communications, including quarterly updates and holiday greetings.
Key Criteria: Proactive Team Player: Capable of supporting a busy team, prioritise tasks and manage a high-volume workload with accuracy.
Willingness to Learn: Open to developing new skills and knowledge, with potential for pursuing professional qualifications.
Strong IT Skills: Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
Attention to Detail: Strong attention to detail with a solid understanding of interdepartmental processes and operational needs.
Communication Skills: Excellent verbal and written communication skills for managing both client and internal communications.
About You: You are driven, eager to tackle new challenges, and keen on making the most of this exciting opportunity. With a focus on learning and team collaboration, you are ready to contribute to our client's success and be part of an inclusive culture that values each individual's input.
If you think this sounds like you, we'd love to hear from you. For more information on other roles we have available, please get in touch or apply now.
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
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Investment Administrator jobs in Birmingham
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