Telephone Investment Dealing Administrator

Anthony Alexandra
Croydon, Surrey
20 Jul 2017
19 Aug 2017
Contract Type
Full Time

Are you interested in applying for an exciting new role with structured career progression?

Anthony Alexandra are working with a business process management firm based in Croydon who is actively looking to recruit a Telephone Investment Dealing Administrator to join their expanding team. Our clients new recruit will be highly determined, organised and keen to maintain the highest standards of professionalism.

In return, you will be offered support with professional investment qualifications such as the IMC or IOC and gain exposure to a high net worth client portfolio. The successful candidate will be responsible for a range of duties such as: -

  • Processing Investment products
  • Supporting Investment Consultants on a day to day basis
  • Client liaison
  • Dealing with shareholder enquiries via telephone, email, letter
  • Liaising with colleagues from all departments to assist with all enquiries

This is a great opportunity if you are looking to build upon your existing skills, knowledge and experience and determined to work for a high-quality firm.

The skills and experience required are: -

  • Achieved a Degree or A-levels
  • Financial Services experience
  • Knowledge of Investments would be desirable