Product Features
Blog
Contact Us
Sign In
Coast Specialist Recruitment
,
Bromsgrove, Worcestershire
Investment Administrator - 6 Month Contract
|
|
Salary: £20,000 per annum |
|---|
Overview
My client is an Independent Financial Adviser in Bromsgrove now requires a Platform/Investment Administrator to join the team for a 6 Month Contract. Responsibilities Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle and Code of Practice and the relevant FCA rules. Comply with the relevant Compliance, TCF, T&C, GDPR, MIFID and Financial Crime Procedures. Extraction of client data from investment platforms and third parties. Using Excel and Access, analyse, interpret and challenge information gathered in order assist in the delivery of asset migration projects. Process of fund switches on investment platforms within prescribed timescales, whilst being highly attentive to detail and delivering an impeccable client experience. Assist in the production of accurate client facing material to be distributed to clients as an integral part of asset migration projects. Ensure that all dealings with clients, colleagues and third parties are always conducted professionally and in a courteous manner in accordance with the companies values. Experience & Core skills Advanced experience in using Excel is essential, with the ability to use macros, formulas and reformat large data sets. Experience using investment platforms, particularly cash monitoring and fund switching functions is desirable. Having an analytical and methodical approach to work with particular emphasis to the details is essential. Be highly organised and work well with sizeable volumes of work, often working to tight deadlines, whilst maintaining speed and accuracy. Be flexible in your attitude towards changes in team focus and procedure.