Investment Administrator - Central London - £23,000

Recruiter
Heat Recruitment
Location
London
Salary
19000.0000
Posted
16 Apr 2017
Closes
16 May 2017
Contract Type
Permanent
Hours
Full Time

***IMMEDIATELY RECQUIRED***

A Chartered Financial Planning practice in Central London are looking for an Investment Administrator to join their growing team with immediate effect.

Roles & Resposibilities

  • To assist with the process of preparing and sending of Annual Reviews to all our clients
  • To make the necessary changes to their investment portfolios.
  • To oversee the provision of Policy Summaries to all clients in certain investment category and clients paying historic monthly retainer fees.
  • To assist with preparing and undertaking research into the funds used for the Business Model Portfolios used for Annual Reviews.
  • To carry out general administration duties relating to financial planning advice as directed by the Manager.
  • To ensure that client records and back office system are kept up to date.

Key Skills

  • Proven experience within the financial services sector
  • Knowledge of financial products and back office systems