Discretionary Investment Administrator Financial Planning Nr Preston

Discretionary Investment Administrator       Financial Planning                        J999

Nr Preston

£24,000 – £27,000

Discretionary Investment Administrator

Discretionary Fund Management firm who pride themselves on committing to social impact investing, competitive salary with good benefits.

Main Responsibilities:

  • Set up Discretionary Service accounts, including client portal access and regulatory reporting functions.
  • Accurately and efficiently set up new policies on an internal system once all requirements have been met.
  • Use internal system to add and update fee expectations including liaising with Accounts
  • Sending applications to Third party companies with clear instruction for processing.
  • Liaise with third parties to obtain progress updates on cases.
  • Work closely with the Investment team
  • Process cash withdrawals to clients and third party companies
  • Assisting with seminars

You must have have:

  • Excellent Excel skills
  • Previous experience working in a DFM/Investment environment
  • Excellent organisational skills
  • Ability to prioritise work appropriately
  • Desire to work in a fast pace environment
  • High attention to detail
  • Ability to work to a deadline
  • Have a good knowledge of basic Financial servicing products


Please enquire confidentially using the details below quoting reference J999 , alternatively feel free to connect with me Diana Sproston on LinkedIn,

To apply for this position please call the office on 0161 973 0133 or email diana@threesixtyselection.com

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