Investment Administrator

We have an outstanding opportunity for an Investment Administrator to work in a leading, highly regarded Financial Services organisation in Leeds City Centre. If you are an experienced Administrator with experience of working in a regulatory Administrative role and are looking for a busy varied Administration role with excellent learning and development opportunities then please read on!

You will be supporting the Investment Management team with PA and Administration support, and you will be communicating with high net worth clients.

Salary: £(phone number removed) DOE

Location: Leeds City Centre- hybrid

The role:

• Collating data and assisting with the administration of their accounts
• Providing clients with reports on their portfolio's
• Producing presentations using PowerPoint
• Processing client payments and ISA subscriptions
• Meeting coordination
• Distribution of communication
• Reporting risk
• Client liaison

The Candidate:

• Experience of working in an Administration role in financial services, legal or other regulated sector
• Ideally educated A-level standard, with A-C in GCSE Maths and English or equivalent
• Intermediate Excel including Pivot Tables
• Excellent communication skills, professional persona, able to liaise with high network clients

Benefits:

• 25 days' annual leave plus bank holidays (increasing with service)
• Discretionary bonus scheme
• Contributory pension
• Opportunity for hybrid and flexible working
• Opportunity to undertake professional financial qualifications.
• Access to &You, our industry recognised and award-winning wellbeing service
• AXA Private Medical Insurance and discounted gym membership
• Group Life Assurance
• Regular staff awards and recognition
• Travel loans
• Cycle to work scheme

To apply, please email your CV to (url removed) or call us on (phone number removed) today!

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.