Investment Administrator

4 weeks ago


Bromley Greater London, United Kingdom Heat Recruitment Full time

Investment Administrator - Bromley, Kent

Basic c£40,000 plus excellent package

Company

A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Kent with the addition of a further experienced investment administrator.

Role

You will be responsible for providing the necessary support to a team of Investment Managers/Directors dealing with both private clients and professional intermediaries. This will include the preparation of relevant documentation, investment reports and dealing directly and efficiently with clients over the phone.

Candidate

You will have a minimum of 3 years’ experience as an investment focused administrator working with either a specialist investment house or financial adviser. You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress. Whilst advantageous, CISI or CII qualifications are not a prerequisite.



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