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Job Details

Closing Date
20/04/2020 23:59
Leeds (Head Office)
13 March 2020

Investment Administrator

Do you want to work for the UK’s leading independently-owned stockbroking and investment management firms?

A fantastic opportunity has arisen for an Investment Administrator to join our Investment Management team based at the firm’s Leeds Head Office in the heart of the city’s financial district, only a few minutes’ walk from Leeds train station.

About the Team
The investment management team is responsible for the day-to-day management of advisory and discretionary portfolios, as well as execution-only stockbroking. We ensure that our clients’ personal objectives are central to the entire investment management process when creating and managing their portfolios. Giving clients the control over the level of involvement they wish to have, providing a personal approach to their investments with regular client contact is at the heart of everything we do.

What you will be doing
Reporting to the Investment Team Manager, the role involves producing probate valuations for offices for the firm, clients and external solicitor firms, and provide necessary support on various processes such as confirmation of holdings, issue of new certificates and sale of shares. To provide support and assistance to and clients, by assisting and covering for colleagues within the Investment Operations department and undertaking general administrative tasks.

What you will bring to the team
You will have an enthusiastic and positive approach to work, with a focus on providing excellent client care and service within and administrator role building relationships with both the clients and colleagues within the firm. Possess the ability to learn new systems and have a good understanding around the regulation requirements of the role; whilst having the drive and initiative to take responsibility within your day to day role.
Good organisation skills are essential, with a keen eye for detail, excellent written and verbal communication skills and be ability to proactively resolve any potential problems before they arise; whilst working under pressure to meet tight deadlines. 

In return, we offer a competitive reward packaged including 25 days annual leave plus bank holidays (increasing with service), a discretionary bonus scheme, contributory pension, private medical care and travel loans.

If you are looking to establish a career at an award-winning firm that was established in 1875, is proud of its history and values its people, please submit you CV along with a covering letter.

Alternatively, please contact Shauna Phelan on 0113 200 6591 for an informal discussion about the role.
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