junior administrator
Responsibility
- support with research and assess retail investment funds and products, while also storing these efficiently within our research records
- help to monitor investment risk at various levels, and risk classification of investments
- assist with the construction and maintenance of approved investment list for unfettered portfolios
Show more +13 - assist with the construction and maintenance of approved investment list for certain products with restricted investment choice
- maintain and ensure the integrity of business investment data through regular updates
- assist advisers in the preparation of drafting and checking investment recommendations for new and existing clients
- maintain good quality record keeping for the investment research undertaken
- complete any additional investment research projects as and when required by the business
- contribute to investment committee packs, review and audit new research for presentation
- assist with the production of investment commentaries and research notes
- use Financial Express Analytics system proficiently and ensure knowledge is kept up to date
- give investment recommendations for review letters, new contributions & withdrawals for all adviser clients
- prepare and process review letters with agreed procedures and standards as defined in the compliance manual
- process reply slips as necessary, along with emails received from clients wishing to proceed with recommendations
- monitor and appraise economic and market conditions to support the firm’s investment advice by keeping abreast of developments in the marketplace
- conduct peer review checks on trading, as required
Requirements
- ideal candidates will have a strong academic background particularly in maths or economics
- 1-2 years' financial wealth management experience preferable but not necessary
- analytical mind set, and ability to understand, challenge & inform investment decisions
Show more +6 - strong investment knowledge expertise and problem-solving skills
- excellent attention to detail & organisation skills
- strong inter-personal skills and ability to work independently on tasks and support the wider Portfolio Review Team
- an investment background with basic knowledge, or personal interest, in retail investment products and asset management is essential for the role
- strong problem-solving skills essential
- candidates will need to demonstrate interest and passion for investing and a strong desire to analyse investment opportunities
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