Talent.com
RGH-Global Limited
Investment AdministratorRGH-Global Limited • Worcester, England, UK
Investment Administrator

Investment Administrator

RGH-Global Limited • Worcester, England, UK
10 days ago
Salary
£25,000.00 yearly
Job type
  • Full-time
Job description

Job Title: Investment Administrator
Location: Worcester (Office Based)
Salary: 25000 - 33000 DOE

About the Role

An excellent opportunity has arisen for an Investment Administrator to join a well-established wealth management firm providing high-quality administrative support to Investment Managers and contributing to positive client outcomes. Youll play a key role in the day-to-day monitoring and administration of client portfolios working within a compliance-driven framework and collaborating closely with a supportive experienced team.

Key Responsibilities

  • Provide administrative support on complex tasks as directed by the Investment Manager including file notes correspondence and client meeting coordination
  • Build and maintain strong client relationships through accurate timely support adapting your approach appropriately when working with vulnerable clients
  • Handle account opening and closing processes
  • Manage stock transfers into accounts and process payments
  • Maintain and update static data within the firms investment platform
  • Produce Excel-based reports using platform data
  • Place trades on the investment platform based on instructions received from the Investment Manager ensuring accurate execution and booking
  • Take and process client orders for non-complex instruments within the Execution Only Service ensuring accurate execution and booking
  • Support Investment Managers with preparation for client pitches and meetings
  • Assist the wider team with ongoing projects and process improvement initiatives
  • Undertake technical and regulatory training as required
  • Stay proactively informed on industry and market developments

About You

  • CISI Level 3 qualification (or equivalent) or a genuine commitment to achieve this within an agreed timeframe
  • Strong proficiency in Word Excel and PowerPoint
  • Prior experience with a wealth management/investment platform is advantageous
  • Excellent customer service and communication skills
  • Ability to work independently and manage priorities effectively
  • High level of accuracy and attention to detail
  • Strong organisational interpersonal and team-working skills
  • Sound understanding of regulatory requirements and client contact boundaries within financial services
  • A genuine commitment to acting with integrity care and diligence and to delivering fair positive outcomes for clients (in line with FCA Conduct Rules)

Whats on Offer

  • Salary of dependent on experience
  • Office-based role in Worcester
  • Supportive team environment within a values-led organisation

Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 25000 - 33000
Create a job alert for this search

Investment Administrator • Worcester, England, UK

Similar jobs

HR Administrator Starter Course (Gloucester)

ITonlinelearning RecruitmentGloucester, Gloucestershire, UK
Part-time

HR Course Programme – Job Guarantee Included Complete online training designed to take you from zero experience to your first HR administration role.Study part-time, build fundamental skills, and ... Show more

 • Promoted

Corporate Finance Solicitor

eNLGloucester, England, GB
Full-time

Corporate Finance Solicitor, 3+ Years PQE, Bristol / Hybrid, £75,000+ (DOE) – We’re looking for an experienced Corporate Associate to join a growing corporate team in Bristol.This is an exciting op... Show more

 • Promoted

Business Analyst Starter Course (Gloucester)

ITonlinelearning RecruitmentGloucester, Gloucestershire, UK
Part-time

Trainee Business Analyst Programme – Job Guarantee Included Complete online training designed to take you from zero experience to your first Business Analyst role.Study part-time, build fundamenta... Show more

 • Promoted

Real Estate Finance Solicitor — Growth, Collaboration & Benefits

James Andrews Recruitment Solutions LtdWorcester, England, GB
Full-time

A respected UK law firm is seeking a Solicitor or Associate to join its expanding real estate finance team in Worcester or Birmingham.This role involves providing advice on a range of real estate f... Show more

 • Promoted

Pensions Administrator

Siamo Group LtdGloucester, ENG, GB
Full-time

We here at Siamo Recruitment are working with a leading Wealth Management firm, due to continued expansion and a clear direction our client is looking for a talent Pensions Administrator to report ... Show more

 • Promoted

Solicitor

Irecruit4Gloucester, ENG, GB
Full-time

Recruit4 are hiring for a Property Solicitor, for our client based on the outskirts of Swindon, near Cirencester.This position offers fantastic benefits, working for a firm with a fantastic reputat... Show more

 • Promoted

Financial Director

The Employment Network (TEN)Gloucester, England, GB
Full-time +1

The Employment Network (TEN) provided pay range.This range is provided by The Employment Network (TEN).Your actual pay will be based on your skills and experience — talk with your recruiter to lear... Show more

 • Promoted

Principal Subcontracts Specialist (Cyber & Intelligence)

Raytheon UKGloucester, England, GB
Full-time

Position: SCM & Subcontracts Specialist (Defence & Cyber).Location: Gloucester, South Gloucestershire, United Kingdom.Contributory Pension Scheme (up to 10.Company bonus scheme (discretionary).Flex... Show more

 • Promoted

Car Finance Sales Executive

CCP Recruitment LimitedClifton upon Teme, ENG, GB
Full-time

Salary up to £30,000, with uncapped commission (top performers earning over £65,000).Full time, on site - Clifton, Manchester.Monday to Friday, plus every other Saturday.CCP are working... Show more

 • Promoted

Finance Systems Lead

Morgan McKinley (South West)Gloucester, England, GB
Full-time

Working Pattern: 1 day a week in office.Lead the implementation, support and continuous improvement of finance systems to meet business and operational needs.Act as the key contact between Finance,... Show more

 • Promoted

Purchasing Administrator

Prince Personnel LimitedDonnington Wood, Shropshire, GB
Permanent

Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.We are seeking a proactive and organised Purchasing Administrator to join a busy... Show more

 • Promoted

Hybrid Bristol Corporate Finance Solicitor – 3+ PQE

eNLGloucester, England, GB
Full-time

NL is seeking a Corporate Finance Solicitor in Bristol with 3+ years PQE to join its growing corporate team in a hybrid working arrangement.You will handle a range of transactions, enjoy meaningful... Show more

 • Promoted

Solicitor (Real Estate Finance)

James Andrews Recruitment Solutions LtdWorcester, England, GB
Full-time

We’re working with a highly regarded UK law firm that is expanding its.This is an exciting opportunity for a.This is a full time role, based in Worcester or Birmingham, with a salary range starting... Show more

 • Promoted

End User Technology Analyst - Investment Management

Bowers PartnershipCity, England, GB
Full-time

End User Technology Analyst - Investment Management.End User Technology Analyst - Investment Management.This Investment Management client’s User Technology team globally consists of 10 analysts and... Show more

 • Promoted

Clinical Assessor

Donard Recruitment LtdWorcester, ENG, GB
Full-time

Further your career and take on a new challenge as a Functional Specialist!.We are recruiting for hybrid working Nurses, Physiotherapists, Occupational Therapists and Paramedics to make the most of... Show more

 • Promoted

Purchase Ledger

Anderson RecruitmentGloucester, ENG, GB
Full-time

Our excellent, growing and forward thinking client in Gloucester is looking for a Purchase Ledger to join their team on a full-time basis.This is an excellent time to join the company as they are g... Show more

 • Promoted

Administrator - £25,000 - £28,000 A Year

Prince Personnel LimitedBridgnorth, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

Seeking a highly organized and proactive Administrator to join a growing organization, taking ownership of administrative tasks. Show more

 • Promoted

HR Administrator Starter Course (Telford)

ITonlinelearning RecruitmentTelford, Telford and Wrekin, UK
Part-time

HR Course Programme – Job Guarantee Included Complete online training designed to take you from zero experience to your first HR administration role.Study part-time, build fundamental skills, and ... Show more

 • Promoted

Business Analyst Starter Course (Telford)

ITonlinelearning RecruitmentTelford, Telford and Wrekin, UK
Part-time

Trainee Business Analyst Programme – Job Guarantee Included Complete online training designed to take you from zero experience to your first Business Analyst role.Study part-time, build fundamenta... Show more

 • Promoted

Financial Director

FD RecruitSouth Staffordshire, England, United Kingdom
Full-time

FD Recruit is working exclusively with a privately owned specialist construction and plant hire group based in South Staffordshire, between Wolverhampton and Cannock, to appoint a Group Finance Dir... Show more