Investment Administrator

Investment Administrator

  • Location

    Warwick, Warwickshire

  • Sector:

    Accounting and Finance

  • Job type:


  • Salary:

    Up to £22000.00 per annum

  • Contact:

    Alexandra Douthwaite

  • Contact email:


  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


  • Consultant:


Do you have an eye for detail and are looking for a step into finance? Does improving processes within a large organisation sound like somewhere you would thrive?

I am partnered with a well known brand based in Warwick looking to add an Investment Administrator into their busy team on a permanent basis. The successful Investment Administrator will be based in the office 5 days per week with brilliant benefits for a salary of £22,100 PA. This is a business truly passionate about investing in their members and you will be joining an inclusive and welcoming team.

This is a key role within the business; you will be responsible for high value investments and must have impeccable attention to detail. Reporting into the Shares & Bond Team Leader, you will be given full training and able to progress within the role and the business as a whole.

Key Responsibilities:

  • Liaise with customers to update their investment accounts
  • Prepare members payment withdrawals and liaising with Treasury team
  • Allocate payments into the bank
  • Complete any reporting and reconciliations required for month or year end
  • Support the Team Leader with the Year End process
  • Update customers on how their investments are performing

A bit about you:

  • Great IT skills and a willingness to learn Excel
  • Outstanding level of customer service
  • Experience with finance systems
  • A positive attitude
  • Creative thinking - actively seeking to improve processes within the team and wider business



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