Investment Administrator

  • Ref: EHX7684
  • Industry: Financial Services/Wealth Management
  • Categories: Wealth & Investment Management
  • Location:
    Liverpool
  • Salary:
    £competitive
  • Type: Permanent

About the Role

Are you looking for an exciting new challenge?

Do you have strong administration skills from an investment background?

We are currently recruiting for a Investment Administrator to join a successful company based in Liverpool city centre. The role is a permanent position and the company offer fantastic benefits including generous holiday entitlement and life assurance cover.

The successful candidate will be part of an established team working alongside Investment Managers; you will be responsible for performing various administrative tasks in a timely and efficient manner.

Duties for the Investment Administrator include:

  • Deliver excellent client service
  • Account opening and closing
  • Adhere to FCA regulations
  • General administration including processing payments, arranging client meetings etc.
  • Performing account maintenance and maintaining client static data

Essential requirements:

  • Front office experience within a wealth & investment company is preferable
  • Strong administration skills
  • Good attention to detail and accuracy
  • Excellent communication and client service skills
  • Highly organised

This is an excellent opportunity for the right candidate to progress their career in a company that is going through a lot of exciting change. So, if you think you have the necessary experience for the Investment Administrator please apply now!

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