IFA INVESTMENT ADMINISTRATOR

The main focus of the Investment Administrator role is to prepare and undertake research into the funds used for client Annual Investment Reviews.

When working at Bradbury Hamilton you will:

 

  • Download client valuations on the date of their Annual Reviews

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  • Assist with the process of sending of Annual Reviews to clients and the recording of this to our back office system.

 

  • Record, check and monitor of the fund switches and changes made on receipt of clients’ reply slips.

 

  • Complete documents for the Reviews such as the rebalancing schedules and comparisons against benchmark using the Analytics software.

 

  • Write Annual Reviews with the assistance of the advisers where required.

 

  • Carry out general administration duties relating to financial planning advice as directed.

 

  • Answer incoming calls from Clients when help is required.

 

Skills required for the role:

  • Effective communication skills, both written and verbal.

     

  • The ability to priorities and organise workload.

     

  • A professional, proactive and positive attitude.

     

  • The ability to work independently and/or as part of a team.

     

  • Have experience of using word, excel, outlook & Back office systems.

 

 

The successful person will be self-motivated, organised and willing to learn.

We assist with the initial training however the real learning occurs when performing the tasks using initiative.  

The salary on offer will be competitive depending on experience.



If you are interested please email your CV to recruitment@bradburyhamilton.co.uk

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A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567