Investment Administrator

Have you already started your career in investment or wealth administration, or would you like to begin one?

Do you have a keen eye for detail? Can you work effortlessly in an environment requiring you to be accurate, record detailed figures, and process essential documentation ensuring everything is present and correct?

Ideally, we're looking for someone who has already gained a year's investment or wealth management experience, but we're flexible and can train you. If you know that financial planning is the area you want to work in, please apply. We're waiting to be impressed by your application!

We have a fantastic opportunity to work closely with a director of our established independent financial planning firm. You'll get to learn from one of the best advisers in the industry, someone with passion who has worked hard to become one of the most qualified financial planners in the UK. As you progress in the role, you will take on more responsibility and work on cases requiring a greater technical ability. You will also play an increasingly important part in maintaining the trusted relationships we have with our clients.

The role will involve taking responsibility for the preparation and maintenance of client files, advice recommendations, financial plans and the ongoing reviews of clients' affairs. You will need to absorb and build industry knowledge, keep up to date with technical matters and undertake research.

The critical elements of the role will cover:

Business Processing

• Completing documentation, gathering information, progress chasing and liaising with providers.

Client Servicing

• Liaising with clients, helping them with queries, maintaining client records, preparing for meetings, and researching suitable financial solutions.

Reviews

• Organising review meetings, preparing review documentation and implementing actions.

General Administration

• Working with back-office systems, correspondence and helping the director with other tasks.

A full job specification with a complete list of duties is available on application.

Benefits

Pension and discretionary bonus.

Office-based potentially with some homeworking following an initial settling in period.

• One year's investment or wealth administration experience is desired but not essential.
• A keen eye for detail and the ability to work accurately and follow company procedures.
• Highly organised, methodical, analytical and disciplined.
• Good communication skills.
• A positive attitude and willingness to help others when required.
• Show initiative, be able to work without supervision and be able to meet deadlines when required.

Keywords: investment, bonds, stock market, reports, planning, administrator, client services, pensions, graduate, advice, wealth management, protection, adviser support, sales support, research, analytical.

About Company

Designer Wealth Management is a growing, family run business established in 1989. We are a highly qualified team of trusted experts who believe that the ability to provide high-quality technical advice is just the start.

We consider a financial master plan that inspires and motivates our clients, answering all their questions such as "Will I have enough money to do all the things I want to do?" and "Am I doing everything I should be doing with my money?"

Our mantra is to listen to our clients, educate them, simplify complex financial information, and present it to our clients easily to understand and jargon-free.

We have a great culture where people work together and help each other and are encouraged to take on more responsibility as they spend more time with us. We offer careers rather than jobs and want our team members to remain with us for the long term.

We are using a third-party recruiter to assist us with this role. Please apply through the advert rather than to us directly as your application may be missed. Please, no agencies.