Job Information

Our client is a firm of Wealth Managers and Financial Planners recruiting for an experienced Investment Administrator.

Qualifications & Experience

Good standard of education required. Degree not essential but progress, or desire to progress towards the CII Diploma in Financial Planning would be preferential.

A few years of relevant experience of working in investment operations is vital, regardless of whether it was obtained at a wealth management firm, asset management company, investment house, custodian or wrap provider. Experience of dealing functions associated with purchase of unit trusts / OEICs would be advantageous.



Some knowledge or experience of working for or alongside a wealth management firm would also be useful, including a basic understanding of ISA’s, SIPP’s and General Investment accounts.



Experience of working with the Pershing Nexus Complete system would be an advantage though not essential as training will be provided.



A good knowledge of Word and Excel are considered pre-requisite.