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TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: Investment Administrator
Location:Banbury
Benefits:
- Competitive salary (dependent on experience and qualification level)
- 5% Employer Pension Contribution
- Death in Service Benefit
- Supportive and professional team environment
- 22 days holiday (plus office closure over Christmas)
- Free parking
Salary: Up to£35,000 per annum (dependent on experience)
About the Company:
This well-regarded financial services firm provides bespoke investment and financial planning solutions, supported by a strong team of advisers, paraplanners, and administrators. With a focus on high-quality client service, the company operates from a professionally converted office space with ample parking and a collaborative team culture. The firm values experienced professionals who bring a strong understanding of investments and a proactive approach to their work. While the role is fully office-based, there is flexibility for part-time arrangements, and exam support is encouraged for those looking to progress their careers.
Key Responsibilities:
Prepare and draft written client review packs
Assist with junior paraplanning duties
Check portfolios for changes using FE Analytics
Conduct fund analysis and any necessary follow-up work
Understand and interpret investment data accurately
Think independently and communicate articulately
Support investment administration processes
Requirements:
Strong investment background
Previous experience in investment administration
Able to work independently and handle complex information confidently
Articulate and detail-oriented
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.
