Investments Administrator

Job title: Investments Administrator
Hours: Mon-Fri 9-5
Salary: GBP25k PA
Location: Hove

My client are looking for an Investment Administrator to join their professional and friendly team based in Hove. You will be responsible for a wide range of tasks related to the administrative and operational management of client portfolios and wider investment strategies.

Knowledge within IFA environment would be an advantage.

Responsibilities
* Managing regular panel updates
* Preparation and maintenance of records for Investment Committee meetings
* Minute taking
* To manage and coordinate client portfolios in investment strategy and rebalancing
* Ensure clients are maintained within their agreed risk profile
* To implement client requests relating to their portfolios
* To monitor the cash position across client portfolios
* To work closely with investment platforms and other third parties to ensure the best level of service is provided to our clients
* To deal with escalated and complex technical platform queries

Requirements:
* Good understanding of Excel
* IFA experience is preferred
* Analytical
* Excellent administrative skills

If you are analytical, professional and have excellent administrative skills then apply today or contact Rubi Taylor on .

Pier Recruitment does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.

Pier Recruitment acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

If your application is successful a consultant will be in contact with you within the next 2 working days. If you do not hear within 7 days please call the office as we always wish to provide 100% customer service.