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Investment Administrator - Wealth Management - City, Cardiff, United Kingdom, CF10


-Based in this Head office of our client we are looking to recruit an experienced Wealth Management Admin Assistant to support 3 Investment Managers. Applicants will be experienced working in an investment administration capacity.

Responsibilities will include:

  • Provide administrative support services to the Wealth Management team.
  • Liaise with other administration colleagues in client related matters
  • Liaise directly with clients by telephone and in writing
  • Preparation of Suitability Reports and the monitoring of branch suitability data. Prepare letters utilising standard letters and templates where available.
  • Process new business and monitor business being transferred out
  • Liaise between branch and support functions of the firm
  • Photocopy, scan, collate and despatch reports and other documents as and when required and in a timely manner.
  • Respond to routine incoming enquiries and queries, whether by email, telephone or post. Where enquiries are non-routine, route to an Investment Manager.
  • Scan all key documentation and client correspondence into an electronic format. Specifically ensure that all client correspondence is filed correctly for compliance purposes.
  • Prepare Management Information for branch meeting and monitor on an on-going basis. Take minutes at branch meetings.
  • Undertake execution only trades for the Investment Managers when required.
  • Book client meetings and manage IMs schedule where possible

The successful candidate is likely to have a proven track record in in administration roles and ideally have experience of Financial Service, preferably with a background in Wealth Management. They should have a reasonable technical knowledge of financial instruments and processes and be able to manage high volumes of work against fixed deadlines.