Investment Administrator

  • Location
    Gloucester, Gloucestershire
  • Salary
    £ 20000 - £ 26000 / Year
  • Category
    Banking & Financial Services - Banking & Financial Services
  • Job type
  • Industry
    Banking and Financial Services
  • External Reference

Wealth Management Administrator



£20,000-£26,000 (doe)

Our established wealth management company in Gloucester are seeking an Administrator to join their busy and ambitious team. Ideally you will have IFA Administration experience with a good knowledge of investment products. This is a great opportunity for someone who is keen to develop their experience and be part of a growing company, and to work alongside highly qualified Chartered Financial Planners. There is long term potential to become an IFA and to work towards your Diploma.

Key responsibilities will include:

  • Gathering and collating data from reports, diagrams, statistical analysis.

  • Creating client portfolios

  • Processing clients applications for bespoke products

  • producing detailed reports

  • Supporting the Chartered Financial Planner with any administration for projects or plans, as well as managing and prioritising your own workload.

  • Complying at all times with the FCA and FSA principles and code of practice.

Experience required:

  • Previous experience with IFA is desirable

  • Ability to manage a very busy and varied workload,

  • having a flexible approach to workload

  • Fantastic time management skills

  • Advanced experience using Excel; VLOOKUPS, pivot tables etc

  • high level of accuracy when data inputting

Given the nature of the business clients require candidates with a ability to multitask, manage own diary and to have a flexible approach to work load to assist with other duties provided by the IFA.

In return our client can offer annual leave entitlement of 20days +8bank holidays. working hours Monday-Friday with flexible working hours between 8am-6pm (but employee must be notified in advance). An opportunity to gain your CII-Diploma in Financial Planning.

If of interest please do not hesitate to contact Beth Jordan ASAP to discuss your job requirements and the position further. 01242 579890

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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Please apply with your CV to: Beth Jordan