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Investment Administrator

IDEX Consulting Ltd
Job LocationManchester
EducationNot Mentioned
Salary£26,000 - £34,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

My client is a national Investment Management firm and they are looking for an experienced Investment Administrator to join their busy office in the heart of Manchester city centre. Key responsibilities include;

  • Assist and prepare reports, correspondence and other relevant documentation including investment proposals
  • On-board new clients and collate data that will assist with the administration of their accounts
  • Provide clients with information and reports about their portfolios.
  • Work with the wider team for general administration duties
  • Ensure compliance with FCA requirements
The team demonstrates longevity and regularly is nominated for awards within the industry. The successful candidate will ideally have experience from within an a similar wealth/investment management firm.For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEXConsulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.Required skills
  • 1investment management
  • 1Portfolio Manager
  • 1Investment Manager
  • 1Fund Manager
  • 1Asset Manager
  • 1Investment Consultant

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