Investment Administrator

Banking and Financial - Administration and Office


RecruitGibraltar are currently helping our client one of the best known and highly regarded companies within the financial services industry to find a Investment Administrator. You will be expected to assist with the administration of new business and relationship coordination and to provide investment analysis activity in compliance with QROPS and other products’ statement of investment principles and provisions.

What will you do as a Investment Administrator?

 Setting up new business using the back office system
 Relationship coordination of Self-Direct Scheme Members
 Communication with advisers
 Monitoring investment applications
 Monitoring dealing instructions against Investment Principles
 Ensuring records are accurate and compliant with regulations
 Maintaining client data within the primary back office system
 Portfolio reviews and analysis
 Investigation, analysis, review, recommendation, and documentation of all non-standard pension investments
 Maintaining the status list of accepted and rejected investments
 Using a variety of sources to respond to requests for information
 Thorough research via use of the appropriate medium
 Critically evaluating information gathered from multiple sources

What do you know that makes you a great Investment Administrator?

2 years’ experience working in a Financial Services environment analysing and interpreting key information, identifying and recommending appropriate solutions to meet business requirements.
Strong proven investment and portfolio skills/understanding
Broad-based business applications background
E-commerce in B2B and B2C environment
Financial Services environment, ideally pensions and relevant regulatory authority
Method’s of interpreting and analysing external research data

Salary £22-25k based on experience with an excellent package and private healthcare.

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