Investment Administrator in Tonbridge

Job description

Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:

• Assisting IM's with portfolio management for a range of discretionary and advisory clients
• Opening and maintenance of client accounts
• General administration and data entry duties
• Maintenance of due diligence documentation
• Performing trades
• Monitoring progress of investment funds
• Assist with the construction and maintenance of Investment models
• Ensuring clients portfolios are aligned with their goals and attitude to risk
• Preparing investment proposals
• Actively assisting with the development of Investment strategy

Applicants must possess previous administrative support experience from the Investment / Financial services sector, ideally 1 - 2 years (NOT retail banking or short term internships). A good level education including C or above in English and Math's along with outstanding communication and administration skills, a keen eye for detail and strong problem solving, prioritising and organisational ability.

This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent remuneration and benefits package.

Extra information

Status

Open

Education Level

Secondary School

Location

Tonbridge

Type of Contract

Part-time jobs

Published at

06-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English