Investment Administrator

IFA Choice
Exeter, Devon
14 Jul 2017
13 Aug 2017
Contract Type
Full Time

Office based Investment Administrator required for a very busy small office in central Exeter.

Applicant would ideally have between 2 and 5 year's experience of working in financial service industry and hold a minimum of level 2 in the Certificate in Financial Planning. Applicants should be willing to follow the examination path through to Diploma level qualification.

Duties to include:

  • Preparing information / comparisons for analysis
  • Review / analyse investment portfolio / asset allocation / risk profile
  • Prepare draft recommendation letters and compliant Suitability Reports with agreed recommendations
  • Ensure all compliance paperwork is complete and in order
  • Identify areas for planning

Applicants should also have the following skills and attributes:

  • numeracy and literacy
  • attention to detail
  • self motivation
  • self discipline and enthusiasm
  • work on own initiative
  • capacity to develop organisational skills
  • ability to adapt to different working roles
  • capacity to cope in busy conditions
  • ability to communicate with a range of people
  • potential to complete the relevant qualifications