, , Investment Administrator / Paraplanner - London - Artemis Recruitment Consultants

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Financial Services



Type of Position: Investment Administrator / Paraplanner - London
Pay: £35k - £45k

Investment Administrator / Paraplanner - London

Our client is looking for a new Investment Administrator/Paraplanner in London. This will be an office based role, ideally for someone who is already diploma qualified.

Key responsibilities:

  • Assist in ensuring that the discretionary investment management service and the advisory service operate as efficiently and as effectively as possible.
  • Process new business from initial account set-up through to investment and subsequent reporting.
  • Maintain accounts including updating portfolio information, dealing with corporate actions, ensuring that sufficient funds are available for income.
  • Ensure that all correspondence and communications issued to clients are done so in a timely manner.
  • Provide a high level of support to Registered Individuals and clients in response to queries and to assist with processing.
  • Liaise with third party providers, including custodians, product providers and investment houses to assist with operational functionality and processing.
  • Maintain company Buy, Sell and Hold fund lists and ensuring the accuracy of the data held.
  • Maintain internal factsheet databases of all funds currently being recommended by the company in order to assist Registered Individuals when reporting to clients.

Experience and Qualifications:

  • 3+ years of relevant experience of working in investment operations, including a basic understanding of ISA’s, SIPP’s and General Investment accounts.
  • Experience of dealing with functions associated with purchase of unit trusts / OEICs would be advantageous.
  • Experience of working with the Pershing Nexus Complete system would be an advantage though not essential as training will be provided.
  • Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk 

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