Investment Administrator

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Investment Administrators are one of the first points of contact for dealing with queries from our clients as well as providing timely and valuable admin support to our Investment Managers...

Key Information

Hours per Week:  40

Work Pattern: 8.00am – 5.00pm (Mon to Fri)

Salary: £25,000 - £31,000 (dependent on experience)

Client Facing: Yes

Seniority: Entry-Level

Hybrid Working: Not Available

Investment Administrators are one of the first points of contact for dealing with queries from our clients as well as providing timely and valuable admin support to our Investment Managers

The most common queries and tasks you would be dealing with are:

  • Supporting the onboarding of new clients.
  • Producing documentation for Investment Managers to provide to their clients – such as Review Packs and Investment Proposals.
  • Providing clients and/or their agents with information and reports about their portfolios.
  • Administering requests from solicitors for Confirmation valuations and documentation required for subsequent share sales.
  • Processing the movement of funds between accounts.

This is a client-facing role, with client queries coming in via phone, post, and email so you will need to be a confident communicator, who can handle these queries clearly and sensitively.

We work in a regulated industry, so you will need a high attention to detail to ensure that our records are kept up to date and avoid any possible regulatory breaches.

Whilst no previous industry experience is required, you would benefit from a good awareness and knowledge of our industry and the regulatory environment we work in.

This role provides essential support to the office, including daily tasks such as handling post and incoming client queries. As a result, we would need the successful candidate to work from the office full time.

Further specific details about the role can be found in the job description attached to the advert on our careers page.

What does the future look like?

Once you are settled into the role, you will be able to take on more responsibility within the team, including taking on more complex queries and learning more about how the rest of the team functions.

Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications, if that is something they wish to do.

Typically, our administrators would start on the Level 3 Investment Operations Certificate, which provides them with a deep understanding of our industry, FCA regulations and how our firm operates. This can then act as a pathway to further qualifications, such as the Level 4 Investment Advice Diploma.

Who we are

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth.  

We are proud of the culture we have created and of our approach, which promotes open and effective communication, with lots of scope for collaborative working. You will often find managers and directors working at the desk alongside you.  

We encourage everyone to get involved, so you will have lots of opportunities to put forward your own ideas, and build on your skills, knowledge, and experience.  

As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.  

Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.  

Our future looks more exciting than ever, come and share it with us. 

Requirements

What we’re looking for

  • Excellent communication skills.
  • Confident ability to learn new systems and processes.
  • High level of attention to detail.
  • Consistent and accurate administrative skills.
  • Excellent time management skills.
  • Awareness of financial services and FCA regulations

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