Investment Administrator

Reference:	2259
Vacancy:	Permanent opportunity
Location:	Bath & NE Somerset
Salary:	£16,000 - £20,000
Benefits:

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The company

Our client is a combined wrap platform and investment management provider, operating at the forefront of service and technology innovation.

The role

Reporting to the Operations Manager; this varied role will require the successful candidate to work within a small Operational and Implementation Team as dictated by new business volumes. General office duties will include: • Reconciliations • Preparation (Stock and Cash) • Monthly Valuation Reporting to Clients • Client Monthly Income Distribution, • Implementation processing – New Business and IFA Liaison • Assisting with System Projects

Candidate requirements

The successful candidate will have some experience of IFA or Investment Administration however full training will be provided. We are looking for a team player with a can do attitude and excellent telephone manner.