Average Investment Administrator salary in the UK

Investment and Pension Administrator South Leicestershire Salary c£22,000 - c£30,000 dep on exp plus benefits Monday to Friday 9.00 am - 5.00 pm (some flex may be available) (our ref AL1291) My client is an established Independent Wealth Management organisation and they are now looking to appoint an Investment and Pension Administrator. With experience and a genuine interest in the Investments, Pensions or the Wealth Management Industry, you will join an existing team of like-minded individuals. Job Purpose: To provide administrative support to Advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met. Duties and Responsibilities: To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction.To carry out various research activities to assist in the advice process with clients.To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements.To contribute to organisation and planning through introducing new and improved procedures and through making best use of resources (e.g. The company Client Management System)To manage the process of distributing customers’ letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely fashion.To undertake general administrative duties (e.g. scanning, filing, preparing letters, telephone calls etc) to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory compliance.To generate client facing documents in order to complete the advice process.To manage platform funds on an ongoing basis in order to meet customer requirements and to ensure customer satisfaction is maintained.To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively. Qualifications, Knowledge and Experience Essential: Knowledge and experience of using computers and a variety of general software packages - the role demands a high degree of IT literacyKnowledge and understanding of the pensions and investment sectorSelf-motivated and willingness to learn in a fast-paced environmentEnthusiastic and inspiring characterExcellent organisational skillsHave the ability to work under pressure in a busy department Desirable: CII Level 3 Certificate or Level 4 Diploma (although not essential) If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Investment and Pension Administrator Wigston, Leicestershire (our ref AL1268) Salary c£22,000 - £30,000 dep on exp plus benefits Monday to Friday 8.45 - 5.00 (1 day working from home after probation period) My client is an established Wealth Management company based near Leicester City Centre and they are now looking to appoint a Pension and Investments Administrator. With experience and a genuine interest in the Pensions, Investments or Wealth Management Industry, you will join an existing team of like-minded individuals. Job Purpose: To provide administrative support to Advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met. Duties and Responsibilities: To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction.To carry out various research activities to assist in the advice process with clients.To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements.To contribute to organisation and planning through introducing new and improved procedures and through making best use of resources (e.g. The company Client Management System)To manage the process of distributing customers’ letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely fashion.To undertake general administrative duties (e.g. scanning, filing, preparing letters etc) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory compliance.To generate client facing documents in order to complete the advice process.To manage platform funds on an ongoing basis in order to meet customer requirements and to ensure customer satisfaction is maintained.To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively. Qualifications, Knowledge and Experience Essential: Knowledge and experience of using computers and a variety of general software packages - the role demands a high degree of IT literacyKnowledge and understanding of the pensions and investment sectorSelf motivated and willingness to learn in a fast-paced environmentEnthusiastic and inspiring characterExcellent organisational skillsHave the ability to work under pressure in a busy department Desirable - CII Level 3 Certificate or Level 4 Diploma although not essential If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Working for this Global Asset Manager in their Multi Asset Team,which covers a variety of portfolios: Rules Based (implementing trades based upon a set pre-determined rules), Passive (seeking to match an index), trading based on investment advice or external instructions, managing the cash and FX hedging activities for private equity or debt funds. The administrative tasks and routines: managing funds and mandates requires various operations periodically, depending on the guidelines, settings and expectations. In order to meet operational requirements, the role will be engaged in conducting tasks with diligence and carefulness. Key Responsibilities Investment Operations - Prepare transactions and investment planning, which are ruled and governed by guidelines and contracts, when necessity arises. - Conduct transactions in various asset classes such as currency, fixed income, equity and derivatives. - Monitor cash flows, provide investment ideas and implement investment decisions. Communicate with necessary counterparties in both outside and inside to settle the transactions conducted by the Multi Asset team. Reporting - Produce required reports in accordance with the guidelines and requirements. Help the clients and counterparties to answer inquiry and solve issues. - Help in reporting to Tokyo Head Office. Relationship management - Maintain a good relationship with brokers, able to discuss trading and get good quotes. - Maintain a good relationship with relevant entities such as custodian, trustee, administrators and investors to provide good financial services. - Provide applicable assist in improving the knowledge and skill levels of other team members. Other - All duties to be performed in accordance with the rules and any departmental policies and procedures. - All staff are expected to abide by relevant laws and regulation applicable to their role and to undertake appropriate training and skill development in order to maintain competence. Good level of market knowledge to be able to advice and report to others, and make recommendations with regard to investment or other activities. To keep knowledge up to date by observation of market movements and trends and other study and networking opportunities. Experience using Dimension, Bloomberg, Excel to a level which enables basic use of the capabilities of the systems.The ability to assess and perform expectations for both Multi Asset team and MUAMUK. Think and act proactively to solve issues and expand our capabilities. Uses logic and intuition to arrive at decisions or solutions to problems that achieve the desired outcome. Focus on productivity and achievement of goals to achieve profit in line with the Company’s investment strategy. Communicates clearly, both verbally and in writing. Demonstrates good listening skills and uses appropriate language and terminology. Speaks in a manner that will be understood, is courteous, and effective to ensure others are informed and current. Is considerate of the communication skills of others. The ability to plan and deliver oral and written communications that makes and impact and persuades their intended audiences. You should be graduate with at least 2 years Investment or financial services experience and be fluent in Japanese