Ascencia Investment Management is part of the Frenkel Topping Group, an organisation which for over 30 years has given expert financial and investment advice specialising in, although not limited to, assisting victims of personal injury and clinical negligence. Ascencia was founded in 2016, born out of Frenkel Topping’s search for a collaborative DFM to develop a bespoke solution for their client base, largely made up of clients who have been awarded a settlement as a result of professional negligence or personal injury. 

We are seeking to recruit an Investment Administrator to join our team. ​

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Purpose 

The main purpose of this role is to provide an administrative support function to the Ascencia Investment Management team.

This includes the production of technical information, together with onboarding new clients, providing illustrations, investing and monitoring of new business and portfolio switches, ensuring they are held in the correct investment strategy and supporting the management team in producing AUM information.

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Key responsibilities

  • Knowledge of Fusion/7IM/Hubwise platforms.
  • Liaise directly with IFAs on a regular basis. 
  • Implement model portfolio strategy changes on various platforms. 
  • Preparation of illustrations on Hubwise platform.
  • Invest and monitor new business cases through to engagement letter to IFA.
  • Keep new business, withdrawal and investment tracker excel spreadsheets up to date. 
  • Complete  withdrawal/strategy switch and full surrender requests in timely manner.
  • Monitor transfers through to completion.
  • Provide end of month figures of capital inflows/outflows to the management team. 
  • Liaise with platform providers to resolve investment/platform issues.
  • Produce performance data using FE Analytics. 
  • Assist with preparation of factsheets and information sheets for all products. 
  • Assist with data collection for weekly and quarterly newsletters.​

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Person specification

Experience

  • Experience in using standard MS Office software products including Excel, Word and Outlook.
  • Experience in technical administration.
  • Investment administration experience.

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Skills & abilities

  • Ability to communicate effectively with a wide range of people including legal representatives.
  • Ability to prioritise and manage own workload.
  • Ability to communicate effectively both orally and in writing.
  • Have a keen eye for detail and an exceptional level of accuracy when producing documents and inputting data. 

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Personal qualities

  • Display self-motivation, drive and enthusiasm. 
  • Possess flexible approach to work. 
  • Excellent telephone manner. 
  • A drive to succeed, hardworking, competitive and motivated.
  • Trustworthy, honest, reliable and punctual. 
  • A desire to support vulnerable clients.

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Education and training

  • Tertiary education.
  • Work towards Investment Operations Certificate.

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General responsibilities:

  • This job description is current at the date shown, but in consultation with you, it is liable to variation by management to reflect or anticipate changes in or to the job. It is expected the post holder will when required, undertake other duties commensurate with the post and salary grading if required. 
  • Duties may involve having access to information of a confidential nature that may be covered by the Data Protection Act, be commercially sensitive or relate to client information. In such circumstances, confidentiality must be maintained at all times in accordance with the company policies. If you are unclear at any time, please refer to your line manager. 
  • Undertake all reasonable personal development actively designed to support you in your role.

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And last but not least, what’s in it for you?!
We are passionate about growth and aim to provide every employee with a clear development plan, with regular reviews that enable them to reach their career goals
Working within an expanding business with an ambitious growth strategy
Fantastic benefits including private healthcare, flexible working opportunities, cycle to work scheme, company events, employee recognition and more!

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About Frenkel Topping Group (FTG)

At FTG are believe in living our values every day. We are committed to our values as set out below and if you share our value and passion and are looking for a rewarding career where you can make a difference, then we invite you to join our team.

  • Give it heart – we’ve built an army of passionate and empathetic people who go the extra mile for their clients and team. 
  • Show resilience – as individuals and a team we’re inspired by our clients who show resilience every day. Our agility, our work ethic and our appetite for problem solving means we always find a way.
  • Make it easy –  We’re pro-active and responsive and go above and beyond to make our client’s lives easier.
  • Act with integrity – We do what we say we’ll do and we do it with great care and expertise. We are proud of our clients people and we honour the trust they put in us by delivering outstanding service and creating an amazing place to work.
  • Respect – we treat our client and each other as individuals and we take the time to walk in that person’s shoes to understand how we can provide support.  
  • Think differently – we connect communities, champion collaboration in our industry and we’re big on learning and development. We’re big believers in nurturing grassroot talent.


Frenkel Topping Group is an equal opportunities employer that is committed to diversity and inclusion in the workplace.

​Frenkel Topping Group is proud to be Disability Confident Committed. If you are invited to an interview, please let us know if you require any reasonable adjustments during the recruitment process that will allow you to perform to the best of your ability.

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Please submit your CV and cover letter to apply for this role. 

To apply for this role please click here