Investment Administrator

Recruiter
Anonymous
Location
Surrey
Salary
25000.00 - 29000.00 GBP Annual + GBP25000 - GBP29000/annum excellent
Posted
14 Mar 2017
Closes
30 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Investment Administrator

GBP25,000 - GBP30,000 salary bracket + excellent benefits

Mid Surrey

Prestigious investment and wealth management group presenting an excellent opportunity for on-going training and support with professional study.

They are seeking an experienced Investment/Financial Services professional to complement their busy regional team, to provide technical and administrative support in the servicing of new and existing business.
•Providing a focal point of contact for enquiries from clients and professional introducers
•Setting up new clients records with respect to stock/cash transfers
•Liaising with Investment Managers/responding to requests
•Closing accounts and processing settlements
•Preparing information packs for client meetings
•Ensuring that all transactions meet internal service standards and FCA regulatory requirements
•Running reports; maintaining databases and diaries

Skills & experience required:
•Current/recent experience with an Investment/Wealth Management/Portfolio management group, or related Pensions and Investment environment.
•Good understanding of ISAs, Bonds, Stocks
•Strong interpersonal skills
•Strong IT skills, to include Microsoft Word, Excel and Powerpoint
•Strong numerical skills
•Attention to detail
•Strong organisational and time-management skills
•Pro-active can do approach to client service and team work
•A wide interest in keeping up to date with market and legislative developments in relation to Investment management and the Stock Market.
•Commitment to undertaking professional study - key will be CISI Level 4 Investment Advice Diploma

A lovely working environment, in central town centre location, with great transport links for Dorking, Reigate, Redhill, Crawley, Sutton, Croydon etc