Investment Administrator

Centrepoint Recruitment Consultants
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

Investment Administrator

£25,000 - £30,000 salary bracket + excellent benefits

Mid Surrey

Prestigious investment and wealth management group presenting an excellent opportunity for on-going training and support with professional study.

They are seeking an experienced Investment/Financial Services professional to complement their busy regional team, to provide technical and administrative support in the servicing of new and existing business.

  • Providing a focal point of contact for enquiries from clients and professional introducers
  • Setting up new clients records with respect to stock/cash transfers
  • Liaising with Investment Managers/responding to requests
  • Closing accounts and processing settlements
  • Preparing information packs for client meetings
  • Ensuring that all transactions meet internal service standards and FCA regulatory requirements
  • Running reports; maintaining databases and diaries

Skills & experience required:

  • Current/recent experience with an Investment/Wealth Management/Portfolio management group, or related Pensions and Investment environment.
  • Good understanding of ISAs, Bonds, Stocks
  • Strong interpersonal skills
  • Strong IT skills, to include Microsoft Word, Excel and Powerpoint
  • Strong numerical skills
  • Attention to detail
  • Strong organisational and time-management skills
  • Pro-active can do approach to client service and team work
  • A wide interest in keeping up to date with market and legislative developments in relation to Investment management and the Stock Market.
  • Commitment to undertaking professional study - key will be CISI Level 4 Investment Advice Diploma

A lovely working environment, in central town centre location, with great transport links for Dorking, Reigate, Redhill, Crawley, Sutton, Croydon etc.