Senior Investment Administrator job in Redhill, Surrey

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Job Title: Senior Investment Administrator
Job Type: Permanent
Location: Redhill, Surrey
Salary: £25000 - £30000/annum
Company: CV-Library
Category: Administration
Benefits:

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Job Description: Our client was established in 2012 and was created to address an increasing need for specialistl financial services advice and products. Their aim is to deliver sophisticated financial planning and investment management to individuals and companies in a transparent and value driven manner through partnerships with advisory firms.

Employment Specification

This is an exciting opportunity for an enthusiastic, committed and ambitious individual to work within the Investment administration team. Our client is looking for someone ideally who holds the IOC (Investment Operations Certificate).

Role Responsibilities, Objectives

* Work closely with colleagues in day-to-day investment administration of models and funds

* Play an important role in the day to day trading requirements of our client Investment, its subsidiaries and external investment partners. This includes the investment of client cash, sales and withdrawals into the funds

* Play an important role in the day to day co-ordination and switching process on our model portfolios

* Working with colleagues, liaise with platforms any new funds required to be added and maintain platform relations

* Working with colleagues, maintaining the Company’s client database by entering new and updated customer and account information

* Assist in the successful management of the Beaufort investment propositions, including the running of the quarterly T0 investment process for the model portfolios and funds

* Working with colleagues to manage the centralised mailboxes, in line with published service standards

* Lead in the preparation and quality control of Beaufort Investment client reporting including fact sheets and quarterly reviews

* Help identify and implement process improvements and small-scale enhancements within the team processes

* Where requested, represent the team in any projects for process improvements, market initiatives or new product launches

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