Investments Administrator

Cameron James
16 May 2018
22 Jun 2018
Contract Type
Full Time

Working in partnership with a reputable Financial Planners in Altrincham I am currently recruiting for an Investments Administrator to join their smaller yet experienced support team.

As an Investments Administrator you will support the Financial Planner with all Client Servicing and Business Processing administration work, ensuring high quality work is produced and an excellent service is provided to their clients.

Duties will include but will not be limited to;

  • Processing new business
  • Updating investment valuations.
  • Sending Letters of Authority
  • Processing transfers and the movement of funds
  • Preparing and Maintaining Client Files

The successful Investments Administrator must have either provided similar support within a Stockbrokers or Wealth Management company, or will have Investment Product knowledge and experience from working within a Provider.

In return you will receive a generous salary which will be based on and dependent entirely upon your experience and capabilities.

For further information please search 'Cameron James Professional Recruitment', visit our website and contact Richard Kunman.

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