Investment Administrator

Honeycomb is partnering with a nationwide Financial Services company to recruit for an Investment Administrator. The role is full time an permanent.

The Client

Our client has been the wealth manager of choice for individuals and families for over 250 years, and is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. They offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs.

The Role

Our client is recruiting for an Administrator to join their growing team. The individual will report to the Head of Office and will work closely with the senior administrator, supporting investment managers and the wider Belfast team.

The administration function is central to the success of the team, and we are looking for a candidate who can embrace and actively contribute to the existing high performance culture. The desired candidate will have a proven track record in providing effective and efficient administrative support, and will be motivated to deliver excellent service and client outcomes.

The role will cover various aspects of client account administration and other related tasks, with a focus on the following areas;

• You will work closely with our clients and their advisers to provide a high-quality service, with the development of relationships, both internally and externally, being of key importance
• A personable approach to all interactions is essential, along with an ability to engage effectively with clients and other stakeholders from a variety of backgrounds
• A keen eye for detail, and a focus on producing work to a very high standard of quality and accuracy, is fundamental to the role
• You should be comfortable talking to clients on the phone, along with writing and responding to emails and letters
• Administration tasks will vary on a daily basis, but will include the opening of new client accounts, arranging payments to clients, and supporting Investment Managers in their preparation for meetings
• You will also be required to assist with the preparation of client suitability letters, the production of investment proposals and presentations, and the distribution of valuations and other documents on behalf of the team

Criteria

• Ideally you will have experience in a similar role as an administrator within banking, wealth or investment management.
• To be successful in this role you will need be an independent worker and thinker, in addition to having the ability to work closely with colleagues as part of the wider team
• You will preferably have a working knowledge of the financial services landscape, or at least an interest in financial services
• Excellent communication skills are essential
• Working knowledge and experience of using Microsoft Office
• Candidates who thrive on relationship building and interaction with others will derive the most satisfaction and reward from this role
• The desired candidate is someone who wishes to pursue a long-term career in client administration

Package

• The role comes with a highly competitive salary and benefits package, based on experience.

How to Apply

To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs.

Disclaimer

If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.