Overview

Based outskirts Bromley
Salary – £30,000 – £35,000 depending upon experience

Are you currently working as an IFA Administrator but realised that it’s the investment side that you love?

Or are you already working as an Investment Administrator in a larger corporate and feel your career has stalled?

Or are you a recent graduate who wants to move into investment management, however doesn’t want to work in the City?

Would you like to work for a boutique firm which has both the wealth planning and investment arm of the business?

If so, we may have the role for you…..

This is a fantastic opportunity for either an IFA Administrator or an Investment Administrator to gain more exposure to investment research.
Support the Investment Managers in managing clients’ portfolios
Analyse investment products to develop customised financial strategies for clients’ financial needs
Monitoring the performance of current portfolios and making changes
Production of investment reports, performance analysis and benchmark comparison
Ad hoc projects and Executing ad-hoc investment instructions
Present written reports on general economic trends
Monitor, research and track financial update

Profile for the role

at least 1 year’s of experience in financial services, preferably in an investment administration or similar type role within Private Client Investment Management or Financial Planning
A working knowledge of financial markets, investments and investment related administration
High level of attention to detail, with strong analytical skills
Excellent working knowledge of Microsoft Office, in particular with Word and Excel

Would you like to work for a company who are committed to career development and are looking to progress through the business?

If so, we have the opportunity for you…

Our client is looking for someone who has been working within their investment team and who is looking to gain more experience as an Investment Research Administrator
There are 13 of them in the team including a the IFA team

So, if you are thinking you need a fresh start then please apply and we can run through the role in more detail.