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Form of workMy client, a national wealth management firm, are looking for an Investment Administrator to join their busy offices based in the heart of Leeds' financial services hub.
Key responsibilities include
- Assist and prepare reports, correspondence and other relevant documentation including investment proposals
- Onboard 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 within an investment/financial advisory environment.
Due to the nature of the role, it is an office based position for 4 days/week with a further day available to work from home.
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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.
