Average Investment Administrator salary in Birmingham

Hybrid working available! Up to £30,000 plus bonus and benefits Are you ready to embark on a thrilling journey with a rapidly growing boutique Investment House ? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. As a Client Services Executive, you'll be the cornerstone of client interactions, ensuring seamless communication and outstanding service. Duties of the Client Services Executive to include: Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes.Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability.Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.Supporting Junior Members of the team What we need from you as a Client Services Executive: Previous experience working within Investment Management is essentialExperience managing administration staff is highly desirableClient Facing experience within financial services is required.Personable and professional with strong time management skills and a keen eye for detailStrong IT skills including Microsoft Office packages. What’s in it for you: Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.Meaningful Client Impact: As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees! This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency

Job Title: Administrator Salary: £25,000 - £30,000 Location: Shirley Hours: Monday to Friday Description: An Administrator is required to undertake general and database administration duties for an independent financial services practice in Shirley, Solihull. Previous experience of working in Financial Services or Insurance is essential and applications without this will unfortunately not be considered. This company has an extensive list of benefits for their staff including: study support, competitive holiday allowance, subsidised restaurant, pension scheme and free parking. Duties: Inputting information on to the database including adding new clientsIssuing and sending out letters of authority and recording of information on receiptPreparation of meeting packs for initial and client review meetings including compiling fund performance data using FE AnalyticsUpdating client valuation sheets with information obtained from providers websites and by telephoneMonthly fund performance reporting using FE analyticsScanning, filing & photocopying of documentationPreparing initial quotes for protection, investment and pension plansProducing recommendations letters and confirming advice Skills Required An understanding and experience of working with databases, however, full training will be given if requiredA high level of accuracy and attention to detailAbility to use initiative but also to work in a team environmentA methodical and thorough approach to workStrong organisational and prioritisation abilityHave good written and verbal communication skillsComputer literate with good keyboard skills In return for your hard work, you will earn a salary of between £25,000 - £30,000 plus excellent benefits. For more information, or to apply for this vacancy, please email your CV, Morgan Parkes Recruitment Ltd operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy. Personal data you supply will be used for contacting you via telephone or email about our service. Your data will be kept securely and retained in line with GDPR regulations. You have the right to withdraw your consent to the use of your personal data for the specified purpose at any time.

Hybrid working available! Up to £35,000 plus bonus and benefits Are you ready to embark on a thrilling journey with a rapidly growing boutique Investment House ? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Premier Banking Officer to join this vibrant client team. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. As a Premier Banking Officer, you'll be the cornerstone of client interactions, ensuring seamless communication and outstanding service. Duties of the Premier Banking Officer to include: Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed.Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processes.Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability.Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships.Supporting Junior Members of the team What we need from you as a Premier Banking Officer: Previous experience working within Investment Management is essentialExperience managing administration staff is highly desirableClient Facing experience within financial services is required.Personable and professional with strong time management skills and a keen eye for detailStrong IT skills including Microsoft Office packages. What’s in it for you: Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.Meaningful Client Impact: As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees! This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency