Administrator (Investment Team)

  • Location
    Exeter, Devon
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
  • Salary
    £ 18000 - £ 19500 / Year
  • OrganizationType

JOB TILE: Administrator (Investment Team)


HOURS: Monday to Friday 9-5.30pm

SALARY: £18,000-£19,500 (Dependant on Experience)

BENEFITS: 20 days holiday plus Bank Holidays, rising by 1 day for each complete year of service up to 25 days, Discretionary Annual Bonus Scheme, Contributary Pension, Income Protection Insurance.

THE COMPANY: A financial management company specialising in investments based in Exeter. The company have a fantastic reputation and really invest in their staff and their training. Offering a fantastic career for an ambitious, driven individual

THE ROLE: The main purpose of your role will be to assist the Investment Administration Team with all aspects of private client investment administration.

Daily duties will include:

  • Arranging client ISA subscriptions

  • Client account set-up and maintenance

  • Transfer of client assets in and out of nominees

  • Maintaining client contact databases

  • Processing client payments

  • Ensuring that all communication received from clients and investment managers are actioned promptly and efficiently

  • Dealing with client, introducer and other third party enquiries

  • Reconciliations between custodian systems

  • Providing cover for the production and correction of reports

The successful candidate will have:

  • High degree of numeracy, IT skills (particularly Excel)

  • Meticulous attention to detail

  • Accurate typing skills

  • Have worked within a financial company or a regulated environment

If you are interested in finding out more please apply online, email or contact the office on 01392 426200.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Evie Middleton