Investment Administrator required for IFA practice based in Manchester City Centre.
The role involves administering investments using internal systems and procedures.
Duties
Producing valuations
Placing trades
Cash and stock reconciliation
Establishing new accounts
Processing contract notes
Answering the telephone
Dealing with post
Requirements
Previous IFA or Investment administration experience is essential along with a willingness to study for the CISI Investment Operations Certificate.
Job Type: Permanent
Salary: Up to £26,000.00 per year
Benefits:
- Life insurance
- Private medical insurance
Supplemental pay types:
- Bonus scheme
Education:
- A-Level or equivalent (preferred)
Experience:
- IFA administration or Investment administration: 1 year (preferred)
Work Location: In person
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