HNW Investment Administrator- Farnham (Progressive career role)

Coast Specialist Recruitment
02 Feb 2017
02 Mar 2017
Contract Type
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.