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Investment Administrator

Redmayne Bentley LLP
Job LocationWarwick
EducationNot Mentioned
Salary22,000 - 23,500 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients wealth.As one of the UKs 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 brilliant perks and benefits, and is genuinely committed to your wellbeing through our industry recognised and award winning &You wellbeing service.This role is based at our office in the centre of Warwick.Our future looks more exciting than ever. Join us, and youll share it.About the roleAs an Investment Administrator, youll play a vital role in ensuring your department functions effectively and efficiently. Working closely with the branchs Investment Managers, you will provide reports, correspondence and other documentation to ensureour clients receive excellent service and meet their investment objectives.What youll doIn this role, youll:

  • Support and assist the team in general branch administration.
  • Assist and prepare reports, correspondence and other relevant documentation including investment proposals
  • Onboard new clients and collate data that will assist with the administration of their accounts.
  • Provide clients and/or their agents with information and reports about their portfolios.
  • Ensure compliance with FCA requirements, the Branch Manual, Code of Conduct policies and T&C framework.
How well reward you Our perks and benefits include:
  • 25 days annual leave plus bank holidays (increasing with service)
  • Discretionary bonus scheme
  • Contributory pension
  • Opportunity for hybrid and flexible working
  • Access to &You, our industry recognised and award-winning wellbeing service
  • AXA Private Medical Insurance and discounted gym membership
  • Group Life Assurance
  • Regular staff awards and recognition
  • Travel loans
  • Cycle to work scheme
What were looking for
  • An individual educated to a A-level standard or equivalent, including GCSEs in Maths and English.
  • An intermediate level of knowledge of Microsoft Office, particularly Microsoft Word and Excel.
  • Experience of performing administrative duties
  • Good attention to detail and accuracy
  • Commitment to maintaining compliance and identifying issues.
We would particularly welcome applicants who have
  • Experience of working in financial services or another regulated environment.
What makes Redmayne Bentley unique Were proud of the open culture weve created here at Redmayne Bentley. Youll often find managers and directors working at the next desk, and our teams and departments communicate effectively, which means theres lots of scope for cross-functional workingand collaboration.Youll also discover opportunities to step outside of your day-to-day role, and put forward your own ideas and suggestions. And because we encourage everyone to get involved in new and interesting projects, youll build your skills, knowledge and experiencein many other areas of the financial sector.Our ValuesOur values are at the heart of everything we do, and were especially interested to hear from people who share them:
  • Excellence
  • Integrity
  • Respect
  • Responsibility
  • Teamwork
How to applyWere proud to be an equal opportunities employer, and weve created an inclusive working environment where everyone is welcome, whatever their background.If youd like to join us in this role and share our future, click the Apply now button below to send us your CV and covering letter.

Keyskills :
AdministrativeMicrosoft ExcelMicrosoft WordReportsAccurate Data Entry

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