Job Description

Our client is an Investment Management firm based near Finsbury. They provide Investment Management for private clients investing in multiple asset classes for income or growth through Investment Accounts, ISAs, Pensions and Inheritance planning.

The Opportunity

Due to organic growth within the business and opportunity has arisen for an Investment Administrator to join the team. You will be working directly with the Director of the business as well as highly experienced Investment Managers. You will carry out general administrative duties, customer support, provision of valuations, alongside being involved with client onboarding and processing new business. You will have the opportunity to progress within the role alongside receiving study support, therefore this would be perfect for someone who is looking to build a successful career within Investment Management.

What’s needed to be considered?

• Experience working within a similar Investments Administration role
• Working towards CISI or equivalent
• Organisational skills and a “can do” attitude
• Investments, Stock Market or Financial Planning background

Required Knowledge, Skills, and Abilities

• Experience working within a similar Investments Administration role • Working towards CISI or equivalent • Organisational skills and a “can do” attitude • Investments, Stock Market or Financial Planning background