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Contact Information:
HOORAY
71 Rodney Road
Cheltenham
Gloucestershire
GL50 1HT
Tel: 01242 300228
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Investment Administrator - 3122321
Cheltenham
Do you have previous experience working in a financial administration role? Are you able to work collaboratively with a variety of stakeholders and HNW clients? Would you like to work in a high performing business? Great, please get in touch today
Our client is a highly regarded and well-respected company on a mission to be the best business in the UK for wealth professionals and their clients. They are looking for a proactive Investment Administrator to support the Investment Management team with administration of client related queries. You will deliver outstanding client service through excellent communication skills and a customer orientated approach whilst consistently adhering to regulatory responsibilities.
Please note that this is a 12 month FTC role
Benefits of an Investment Administrator:
- 25 days holiday
- Discretionary bonus opportunity
- Opportunity to play a key role as the company expands
What are the day-to-day responsibilities of an Investment Administrator:
- Support with the account opening and onboarding of new clients including AML and Due Diligence checks when onboarding new clients
- Ensure all client queries are dealt with professionally at all times and that records are accurate and up to date.
- Contribute and engage in strategic planning and continuous improvement ideas to ensure internal and external stakeholders receive exceptional support.
Required Skills and Qualifications of an Investment Administrator:
- Previous experience in a client facing investment administration or wealth administration role is desirable.
- Highly organised with confident communication and interpersonal skills.
- Strong IT skills (MS Office) and ability to manage projects
- Resilient with an ability to manage and prioritise a variety of tasks
This is a 12 month FTC role with a salary of up to £35,000 DOE
If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you.
As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality.
- Hooray is acting as an agency on behalf of the client for this position.
- Our purpose as a business is to pioneer ethical recruitment for a better working world.
- Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body.
- DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL! *T&C's APPLY!
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