Technical & Dealing Administrator
Central Hertfordshire | Team of 5 | Financial Services
Do you have experience administering investment or life assurance products within a regulated financial services environment?
If you've worked as an Investment Administrator, Wealth Management Administrator, Dealing Administrator or similar, and you're looking for a long-term career with a stable and supportive employer, we'd love to hear from you.
We're recruiting on behalf of a highly respected, privately-owned financial services business based in Central Hertfordshire. Large enough to offer financial stability and work with some of the UK's leading investment providers and products, yet small enough that every employee is known, valued and listened to.
This is a genuinely people-focused business where decisions can be made quickly, ideas are welcomed and careers are built for the long term. With an average employee tenure of over 7 years (compared to an industry average of around 2.5 years), the culture speaks for itself.
You'll be joining a close-knit team of five and playing a key role in the administration and processing of investment and life products for private clients.
The Role
Key responsibilities include:
Processing investment transactions, redemptions and transfer outs
Supporting daily dealing activities and trade execution
Administering dividends, maturities and stock movements
Conducting stock reconciliations and resolving discrepancies
Processing ISA-related transactions
Supporting structured products and life assurance bond administration
Liaising with providers, counter-parties and internal departments
Ensuring FCA and regulatory compliance requirements are met
Producing management information and reporting
Who We're Looking For
Essential:
Previous experience administering investment and/or life assurance products
Experience gained within a regulated financial services environment
Strong numerical and analytical skills
Excellent attention to detail
Ability to work accurately within tight deadlines
Strong communication and organisational skills
Good Microsoft Excel and Word skills
Previous jobs could have been:
InvestmentAdministrator
WealthManagementAdministrator
FinancialServicesAdministrator
InvestmentOperationsAdministrator
ClientAssetAdministrator
PlatformAdministrator
DealingAdministrator
FundsAdministrator
SecuritiesAdministrator
TransfersAndSettlementsAdministrator
ISAAdministrator
PrivateClientAdministrator
PortfolioAdministrationAssistant
Or similar investment, wealth management, platform, client asset or financial services administration experience.
Why Join?
Work with market-leading investment products and providers
Join a supportive specialist team of five
Strong employee retention and career stability
Family-owned culture where your voice is heard
Fast decision-making and less bureaucracy
Long-serving, friendly and knowledgeable colleagues
Convenient Central Hertfordshire location
No London commute
Office-based environment with strong collaboration and training
Opportunity to develop further within investment operations and technical administration
Please use the APPLY button to load your CV. Tate will contact shortlisted candidates promptly to discuss further and support your application.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application
