Financial services administrator

Job Title: Financial services administrator
Contract Type: Permanent
Location: Fareham
Reference: 1195518
Contact Email:
Job Published: October 19, 2021 12:01

Job Description

A wealth management firm who offers passion and support at the forefront of their brand. Working in their beautiful offices in Fareham you will be joining an established team who are looking for a Platform Operations administrator to join their team. We are looking for someone who either already has experience within a financial advice firm or a post-graduate looking to get in to financial advice.
We are seeking a bright, driven individual to join the team
Duties include:
  • Liaising with investment managers and administrators
  • ISA reporting
  • Assisting in projects
  • Bulk transfer in as part of a merger
  • Stock and cash transfers in/out
  • Placing trades in good time (some are high value transactions)
  • Booking trades in the in-house system
  • Reporting trades to administrators/custodians in good time
  • Reconciling fund positions to external counterparties
  • Documenting/enhancing procedures
  • Corporate action processing
Essential attributes the successful candidate should possess: 
  • Post-graduate or 1-2 years within an wealth management firm
  • Educated to a minimum degree level (minimum 2:1)
  • An excellent communicator who is also down to earth and can work well in a team
This role after training has been completed will offer a mix of working from home and occasionally working from the office in Fareham.
I am keen to seek someone who already has experience within the financial industry and ideally platform operations!
In return you will receive a competitive remuneration package: £26,000 - £30,000 depending upon experience and knowledge, generous holiday allowance and benefits (pension, Income protection, death in service and benefits platform). Relevant exam support after probation.
For further details please contact Tegan Sillett on 02392455422 or

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