Finance Administrator

  • Job Reference: MF742
  • Date Posted: 17 September 2021
  • Recruiter: McKenzie Fox
  • Location: Douglas
  • Salary: On Application
  • Sector: Banking & Financial Services, Life Assurance / Insurance
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Admin Admin
  • Email:
  • Telephone: 01624 698900

Job Description


An interesting opportunity is currently available within the Investments & Finance Department of an International Wealth Platform company.

The role holder will be responsible for processing and managing both internal and external share transfers and providing a pro-active customer focused service to customers.

Key responsibilities include:

Processing and managing internal portfolio transfers and any external transfers between custodians and fund managers, answering investment related queries by phone and managing the mailbox, assisting with dividend applications, daily pricing, valuation and appropriation processes where required.

The successful candidate will have a minimum of 3 years’ experience within an investment role or dealing environment and will hold or be willing to work towards a CISI qualification.

To discuss this role further please email your CV to or call us on 01624 698900 quoting reference MF742.