HNW Investment Administrator- Farnham (Progressive career role)

Recruiter
Coast Specialist Recruitment
Location
Farnham
Salary
20000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

Investment Support Administrator

Farnham, Surrey

Salary guideline: £20-23,000

Our client, a well established Ultra High Net Worth IFA practice is seeking a bright, intelligent individual with some experience and a great interest in pursuing a career within Financial Services. The company deal with a small portfolio of HNW clients and offer an extremely professional service, dealing predominantly with investments. The role will suit someday ideally educated to degree standard; A levels as a minimum who is keen to learn and develop. Duties will include:-

  • Placing investment deals (training given)
  • Drafting client letters

  • Using back office system to update client record

  • Post and general office duties

It is essential that you have good IT skills, particularly Excel, have a good sense of humour and the ability to work in a team and independently. You must be a confident communicator, able to liaise comfortably at all levels; both verbally and in writing. This is a wonderful opportunity for a long term career within the sector.