Investment Administrator – Bath

  • Employed
  • "Bath"

recruitukltd Salary: £21,000

We are working closely with an IFA firm in the centre of Bath whom are looking to take on a Investment administrator to join a back office and support team.

Duties will include:

  • Input remuneration statements on to the system and reconcile them.
  • Produce weekly reports for the advisers.
  • Generate the advisers monthly pay statements.
  • Update cash book with their back-office system, reporting information.
  • Printing out and chasing missing remuneration statements.

This is a great opportunity for someone who is looking to gain financial services experience, the ideal candidate will be accurate at inputting data. Ideally candidates will have experience of investment administration.

A salary of up to £21,000 is on offer with support to obtain your financial services qualifications.

For more information on this role please contact Louise Bibb on 01179170416 or email

Quote reference 12509

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