Address
Form of workMy client is a national Investment Management firm and they are looking for an experienced Investment Administrator to join their busy office in the heart of Manchester city centre. Key responsibilities include;
- Assist and prepare reports, correspondence and other relevant documentation including investment proposals
- On-board new clients and collate data that will assist with the administration of their accounts
- Provide clients with information and reports about their portfolios.
- Work with the wider team for general administration duties
- Ensure compliance with FCA requirements
The team demonstrates longevity and regularly is nominated for awards within the industry. The successful candidate will ideally have experience from within an a similar wealth/investment management firm. For more information please contact Graeme Hyland on or email
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
