Investment Management Administrator (FTC)

Job Purpose: Investment Management Administrators are responsible for actively supporting investment managers in their daily business across wide-ranging administrative and organisational functions. Providing an accurate and efficient service helps maintain a strong relationship between the investment manager and the client.

Key Responsibilities:

• Deal with administration for the team and identify ways of improving efficiency.
• Assist in all aspects of opening and maintaining client accounts, including obtaining AML documentation.
• Keep client information up to date and assist in the production of client suitability reports. This may involve communicating directly with clients and intermediaries such as solicitors and accountants.
• Follow the progress of new investments and address any issues that arise.
• Liaise with the accounts department over cash movements and administer payments.
• Set up, close, and manage client files, ensuring all information is accurate and up to date.
• Ensure compliance regulations are adhered to.
• Follow up on potential new client connections and ensure necessary forms are completed and processed.
• Manage occasional special projects, such as the collection of Know Your Client (KYC) information.

Qualifications & Experience:

• Educated to GCSE or equivalent level, including Maths and English. A levels are preferable.
• An industry-recognised qualification such as an Investment Operations Certificate is advantageous but not essential.
• Experience in a similar environment is preferable, along with a general understanding of the stock market and investment operations.

Knowledge & Skills:

• Good communication skills, both written and verbal.
• Highly organised and numerate.
• Ability to work under pressure while maintaining a high level of attention to detail and accuracy.
• High degree of initiative in problem-solving and identifying tasks that need to be completed.
• Strong team player with the flexibility to adapt to different working styles.
• Enthusiastic, 'can-do’ attitude, combined with a personable manner and good sense of humour.
• Good IT skills, with knowledge of Excel and Word.