Job Details

Investment Administrator

Sector:Financial Services

Region : Greater London

Location: EC1N 6RY

Salary: salary is negotiable DOE + Excellent Benefits

Job Ref.: CL1802JBH

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.



Computer literacy is a pre-requisite skill within this role as information technology and electronic communications are an important part of the way that the HFM Columbus Group operates. A good knowledge of Word and Excel are considered pre-requisite.