Investments Administrator

  • Location:

    Leicester, Leicestershire

  • Sector:

    Business Support, Financial Services

  • Job type:


  • Salary:

    excellent bens

  • Contact:

    Katie Kitson

  • Contact email:


  • Job ref:


  • Published:

    about 1 year ago

  • Expiry date:


  • Start date:

    July 2020

My client is a dynamic and forward thinking Financial Services business in the heart of Leicester. Due to success and growth, they now need to recruit an Investments Administrator on a permanent basis. Not only will you get the opportunity to join a successful business, you will receive a competitive salary and excellent benefits package to boot!
In your role as Investment Administrator, you will be responsible for working as part of our specialist Investment team in what is a critical part of our operations function.

Key Responsibilities:
Operating our specialist investment processes as instructed by our clients, across a wide range of scheme and investment types
Interacting directly with a range of investment counterparties as required by the scheme action
Ensuring that the business delivers exceptional control of each investment activity, in line with agreed scheme principles and our control environment
Managing and maintaining all data, and retaining documentation pertaining to investment transactions of any kind

In order to be considered for this position, you will have the following experience:
Ideally a minimum of two years' experience in a comparable role with experience of dealing with clients via telephone, letter and email
Exceptional accuracy and attention to detail
Reasonable knowledge of regulated investments of all kinds, unregulated investments, unlisted shares, in-specie transfers, third party loans and non-standard borrowing
Ideally, experience across a range of scheme types (i.e. SIPP, SSAS, DB, DC).
A very good awareness and experience of counterparty investment service providers
A proven ability to work at pace in an environment of complexity and time based pressure, retaining high levels of accuracy and control throughout
Professional qualifications including CF1, FA2 and R02 (CII) or be willing to study towards obtaining the required qualifications.

This position is permanent, full-time Monday to Friday.
Excellent benefits package

If you're interested in this position, please feel free to contact me using the details on this advert.

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