Financial Investment Administrator

Financial Investment Administrator
  • £24,000 - £26,000 per Annum
  • Permanent
  • St. Albans, Hertfordshire, England St. Albans Hertfordshire al1 3xz
Job Ref: 173977
Sector: Administrators
Date Added: 27 May 2021

Financial Investment Administrator - £24k to £26k, Hertfordshire plus benefits

Our client, a reputable and traditional practice of financial experts are currently on the recruit for a new Financial Investment Administrator to join expanding and friendly team.

Supporting a team of Financial Advisors and Paraplanners this is an outstanding opportunity to gain an insight into the intricacies of what it is that they actually do and can lead into a progressive career as a Paraplanner or Financial Advisor itself, should this be a path that you are interested in taking.

Daily activities will include, but not be exhausted of:-

  • To assist the administration team in supporting the Financial Advisors and
  • Paraplanners within the business with both new and existing business
  • Working collaboratively with senior managers to develop and improve systems and processes where necessary
  • Liaising with clients over the phone, via email
  • Preparation of reports, letters and general correspondence
  • Dealing with incoming and outgoing post
  • Maintenance of records using an in-house data base
  • Preparation of client packs, valuation reports
  • Placing fund deals from investment instruction
  • Uploading and creation of material to website and social media
  • Other general administrative tasks as and when required to meet the needs of the team

Skills and experience:-

  • A demonstrable interest in Financial services and/or previous experience
  • A proactive and personable nature with the ability to think outside the box
  • High attention to detail
  • Computer literate - Word and Excel
  • Able to work as part of a team as well as on own initiative
  • Lots of enthusiasm!

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

26/06/2021 15:06:17
GBP 24000 26000 Annum
Contact Consultant:

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