Investment Administrator

Recruit UK

London EC2V•Hybrid work £35,000 - £45,000 per year Permanent Hybrid
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About the role

Job Title: Investment Administrator

Industry: Financial Planning and Investment Management

Location: London

Salary: up to £45,000

Job Reference: 10520

Job Description:

Are you currently working as an Investment Administrator looking for a new challenge?

Recruit UK are working on an exciting new opportunity for an Investment Administrator to join a Wealth Management firm.

Our client is a well renowned and highly successful Wealth Planning and Investment Management firm with a modern office in the heart of London. As they go from strength to strength, they are looking to expand their back office team, and bring on an Investment Administrator to support with the client journey. They are looking for someone with strong IM Administration experience, with experience using XPlan being ideal.

You will be supporting the team with reconciliations, corporate actions, MPS Administration, probate working, as well as tax reporting.

Benefits:

  • Competitive salary of up to £45K
  • Discretionary bonus scheme
  • Up to a 10% pension
  • 25 days holiday +/- 5 days buying scheme
  • Birthday off
  • Private medical and dental plans
  • 4x death in service
  • Income protection
  • Season ticket loans
  • Additional benefits inc. cycle to work, discounted gyms, Kids passes and more

Skills and experience required:

  • Strong experience working in an Investment Administration role essential
  • Good working knowledge of UK products and regulations
  • Experience using XPlan

Pay: £35,000.00-£45,000.00 per year

Benefits:

  • Company pension
  • Cycle to work scheme
  • Employee discount
  • Financial planning services
  • Gym membership
  • Life insurance
  • Private dental insurance
  • Private medical insurance
  • Referral programme
  • Work from home

Ability to commute/relocate:

  • London EC2V: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • Do you have experience using XPlan

Experience:

  • Investment: 4 years (required)

Work Location: Hybrid remote in London EC2V

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