Experienced Investment Administrator

As an Investment Administrator at Skerritts, your main job is to provide administrative support to Financial Advisers and the Administration Team Manager. Some of your main tasks will include:

• Working with a number of provider platforms – to add expectations for new monies in. Processing Switches, purchasing and selling of funds and paying out ad hoc income requests
• Maintaining all work aspects from our white labelled platform – Hubwise
• New business updates onto our back office systems – Intelligent Office
• Processing crystallisations of pensions, UFPLS and phased drawdown requirements
• Maintaining all client income requirements
• Maintaining all client regular and ad hoc contributions
• Supporting and dealing with our migration project – moving assets from the current platform over to the new platform
• Supporting Advisers in collating information/documents in preparation for meetings
• Processing and dealing with deceased cases – communications with executors and beneficiaries
• Obtaining updates of transfer cases.
• Supporting Advisers in collating information/documents in preparation for meetings
• Data Entry onto a number of our systems
• Ad hoc Projects.

Planning & Reporting:

• Deal with all aspects of work in a timely manner to facilitate submission of new business/purchasing and selling of funds
• Reporting to Platform Manager and Operations Director.

External Relationships:

• Liaising with providers/platforms to process new business/fund switches/fund sales & purchases
• Dealing with client calls and emails.

Internal Relationships:

• Working closely with the administration teams and other support teams within the company
• Working closely with all advisers to provide full support, such as preparing for client meetings and new business and adviser instructions.

Job Requirements 

• Excellent interpersonal skills
• Ability to communicate clearly and concisely, both orally and in writing
• Working within a fast-paced office with a large team and the ability to work independently
• Ability to organise own workload, prioritise effectively and identify issues for escalation
• Strong computer skills
• Ability to learn new software
• Excellent time keeping
• Previous work experience in the IFA Market/dealing with Provider Platforms – At least 3 years minimum experience required.

If you have any questions or want to get more details regarding this position, get in touch with Platform Manager Gareth Price, gareth.price@skerritts.co.uk.

To apply, send your CV/application to Gareth Price, gareth.price@skerritts.co.uk.