Investments Administrator

Search Consultancy ,
Leicester, Leicestershire
Job Type: Full-time

Overview

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. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.