Take your career to the next level as an Investment Administrator in Surrey, working in a supportive IFA setting with a hybrid work model. Join a dedicated team focused on excellence in investment management.
As an Investment Administrator, you will play a critical role in supporting the Client Investment Oversight Officer. Your responsibilities will include managing client investment administration, executing trades, and contributing to portfolio reviews. This role demands precision, as you'll navigate complex investment tasks within a thriving team atmosphere.
Key Responsibilities:
• Lead the construction of client portfolio reviews
• Execute investment trades and report data accurately
• Address client queries and keep abreast of trends




• Monitor phased buys in relation to model portfolios
• Provide analytical insights for IMC activities
Requirements:
• Experience in investment switches in an IFA setting
• Knowledge of GIA's, ISA's, and other financial products
• Solid attention to detail and team-oriented spirit
• Familiarity with investment management tasks
• Ability to handle intricate client administration tasks
Join a respected IFA practice and make a tangible impact in Surrey.
J-18808-Ljbffr

📌 Surrey Investment Administrator Position (Canada)
🏢 ARCC CONSULTING
📍 Canada