Investment Administrator
- Employer
- Search Consultancy
- Location
- Dundee
- Salary
- £20000 - £23000/annum
- Closing date
- 24 Dec 2020
View more
- Job Sector
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
You need to sign in or create an account to save a job.
Job Details
Modern city centre office space, support to gain industry relevant qualifications to advance your career, contributory pension scheme, generous holidays, health cash plan and death in service make this permanent contract a rare and attractive role in the financial services market.
As Investment Administrator you must bring with you experience from a similar role where you have provided in-depth admin support to a team of Financial Advisors/Paraplanners ensuring the efficient delivery of administration.
You must have excellent attention to detail and accuracy standards and be knowledgeable of investment processes, therefore be able to hit the ground running.
With a good working knowledge of Microsoft Word and Excel you will be quick to learn new systems.
A typical day as Investment Administrator will involve supporting a team of Financial Advisors and Paraplanners by:
* Adding pack and file notes to the database
* Pulling together sustainability reports
* Formatting valuations, suitability letters and reports for the FA
* Gathering data from companies
* Entering and updating client information
* Reviewing client files to ensure all cases meet standards and are completed within the company's target timeframe
* Chasing providers for information
* Sending Authority Letters
If this Investment Administrator role sounds like the career move you've been looking for, apply now with an up to date copy of your CV.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
As Investment Administrator you must bring with you experience from a similar role where you have provided in-depth admin support to a team of Financial Advisors/Paraplanners ensuring the efficient delivery of administration.
You must have excellent attention to detail and accuracy standards and be knowledgeable of investment processes, therefore be able to hit the ground running.
With a good working knowledge of Microsoft Word and Excel you will be quick to learn new systems.
A typical day as Investment Administrator will involve supporting a team of Financial Advisors and Paraplanners by:
* Adding pack and file notes to the database
* Pulling together sustainability reports
* Formatting valuations, suitability letters and reports for the FA
* Gathering data from companies
* Entering and updating client information
* Reviewing client files to ensure all cases meet standards and are completed within the company's target timeframe
* Chasing providers for information
* Sending Authority Letters
If this Investment Administrator role sounds like the career move you've been looking for, apply now with an up to date copy of your CV.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Company
Candidates trust us with their jobs searches as we respect them and give them our time. Appreciating how challenging it can be to find a new job is why we have a loyal temp workforce and what sees people return to us when they need our help. We offer:
- Careers advice
- Complimentary training
- Referral incentives
- Rewards for excellence
- Access to our network of employers even when there are no live jobs
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
You need to sign in or create an account to save a job.
Get job alerts
Create a job alert and receive personalised job recommendations straight to your inbox.
Create alert