A leading national accountancy practice based business in Chelmsford is seeking to expand by recruiting an additional Investment Administrator. As a member of the team providing Investment Administration support services to Consultants and their high net worth private clients, whose investments may be managed on either a discretionary or advisory basis. Other duties will be Investment dealing, new business processing, existing clients’ asset transfers, setting up annuities, preparing month end client valuations and preparing client asset allocations. You have previous experience in performing a similar role within an IFA/Wealth/Investment Management firm. You must be well organised with the ability to work in a team. Candidates with experience of using 1st software will be seen more favourable.
