Junior Investment Administrator
Junior Investment Administrator
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Job Description
Hours per Week
40
Work Pattern
8.00am 5.00pm
Client Facing
Yes
Seniority
Entry-Level
Investment Administrators are one of the first points of contact for dealing with queries from our clients as well as providing timely and valuable admin support to our Investment Managers and Executives.
The most common queries and tasks you would be dealing with are:
- Supporting the onboarding of new clients.
- Producing documentation for Investment Managers to provide to their clients such as Review Packs and Investment Proposals.
- Providing clients and/or their agents with information and reports about their portfolios.
- Administering requests from solicitors for Confirmation valuations and documentation required for subsequent share sales.
- Processing the movement of funds between accounts.
This is a client-facing role with client queries coming in via phone post and email so you will need to be a confident communicator who can handle these queries clearly and sensitively.
We work in a regulated industry so you will need a high attention to detail to ensure that our records are kept up to date and avoid any possible regulatory breaches.
Whilst no previous industry experience is required you would benefit from a good awareness and knowledge of our industry and the regulatory environment we work in.
This role provides essential support to the office including daily tasks such as handling post and incoming client queries. As a result we would need the successful candidate to work from the office full time for at least the first two months before hybrid working could be considered.
Further specific details about the role can be found in the job description attached to this advert.
What were looking for
- Excellent communication skills.
- Confident ability to learn new systems and processes.
- High level of attention to detail.
- Consistent and accurate administrative skills.
- Excellent time management skills.
- Awareness and understanding of financial services and FCA regulations.
What does the future look like
Once you are settled into the role you will be able to take on more responsibility within the team including taking on more complex queries and learning more about how the rest of the team functions.
Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications if that is something they wish to do.
Typically our administrators would start on the Level 3 Investment Operations Certificate which provides them with a deep understanding of our industry FCA regulations and how our firm operates. This can then act as a pathway to further qualifications such as the Level 4 Investment Advice Diploma.
Who we are
At Redmayne Bentley our goal is to provide excellent personal investment services that enhance clients wealth.
It is an exciting time to be part of our firm having recently launched our new five-year business plan to improve grow and accelerate. We will achieve this through seeking operational and productivity improvements growing the investment management and financial planning services leveraging and protecting existing income lines and considering new acquisition opportunities.
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 generous perks and benefits and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.
Our future looks more exciting than ever come and share it with us.
Our Values
Our core values are at the heart of everything we do:
Our Benefits
We are always continuing to improve our employee benefits to support our employees lifestyles provide more flexibility and to reward and recognise excellence.
Pension
Scheme
Private
Medical Insurance
Employee Assistance Programme
Travel Loans and Cycle to Work
Reward and Recognition Schemes
Hybrid
Working
Group Life Assurance
Generous Family Leave Entitlements
Are you interested in this role
Yes Thats great! Find out more about our application process below and what to expect after applying.
Applying is easy! All you need to do is enter your email address and click theApply Now button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV.
We review applications regularly; we do not wait for the closing date when we see a great candidate! We will be in touch via email or telephone confirming the next steps. In the meantime find out more about us and our teams using the headers at the top or following us onsocial media.
If you are successful in being shortlisted we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role.
Documents
Required Experience:
Junior IC
Employment Type
Full-Time
