Investment Administrator

Investment Administrator

  • Location

    Lichfield, Staffordshire

  • Sector:

    Accounting and Finance

  • Job type:


  • Salary:

    £20000 - £23000.00 per annum

  • Contact:

    Jess Brannigan

  • Contact email:


  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Startdate:


  • Consultant:


Are you currently studying toward your CISI or IOC? Are you looking to join an innovative, forward thinking Financial Services organisation with a great office atmosphere?

I am seeking an experienced Investment Administrator to join a rapidly expanding, financial services organisation based in Lichfield. This is a permanent opportunity paying up to £23,000 per annum. The successful candidate will be a part of a busy operations team, assisting with crucial financial duties as required by the team.

The ideal candidate will be able to display:

  • Motivation, eager to learn and show a good use of their own iniative
  • Excellent problem solving abilities
  • Ability to learn quick in a fast paced environment/ industry
  • Clear communication skills
  • Ability to pick up duties quickly

What to expect:

  • Production of client statements and valuations
  • Processing investment instructions as per client request
  • Liaising with third party providers
  • Reconciliation of stock and cash positions
  • Settlement of investment instructions

Ideally you will be working towards or have obtained a CISI investment operations certificate or IOC with a minimum of 3-5 years industry experience.

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