Investment Administrator – Colchester – Up to £30,000
The opportunity for an Investment Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.
This would suit someone who is a recent graduate with an interest in Investments/financial services and keen to complete their exams within the industry. In addition the firm are open to someone with a genuine interest in investments and may have their own portfolio they are developing, whilst looking to fund their IMC/CISI exams.
Benefits:
- Full exam and study support towards IMC/CISI.
- Progression within the role towards paraplanning/advice in the future.
- 6% pension contribution after probation
- PMI, income protection, DIS 4x salary
- Annual Discretionary bonus scheme
- 25 days holidays + bank holidays and buy and sell scheme
- Exam pass bonuses
- Regular team and social activities
The Opportunity
- Provide operational and administrative support across the investment lifecycle.
- Support the Investment Team in the implementation of model portfolio changes and investment decisions.
- Develop and maintain a working knowledge of UK and global financial markets, investment products and structures.
- Engage in market research including UK and global economic developments.
- Work with the Investment Team to assess opportunities and risks.
- Liaise with Financial Planners and internal stakeholders to ensure accurate and timely execution of agreed investment actions.
- Attend Monthly Investment meetings and Investment Committee meetings as required, producing clear and accurate meeting notes.
- Contribute to the preparation and timely delivery of quarterly investment materials—including factsheets, strategy updates, economic commentary.
What’s needed to be considered
In order to be considered for this unique opportunity, candidates need to have:
- Strong academic background, educated to a high level
- Level 4 CISI Investment Advice Diploma preferred (or working towards)
- Professional communication manner, both written and verbally
- Desire to contribute and progress within the investment industry.
What’s next?
Apply today to be considered for this portfolio/investment administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Investment Administrator, Sales Support