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Investment Administrator

3 months ago


Worcester, Worcestershire, United Kingdom mbf. Full time

Investment Administrator - Worcester - Study support and progression - salary to £25,000 plus benefits


MB Fitzgerald recruitment are currently working with a prestigious National Wealth & Investment Management organisation to recruit an Investment Administrator to their busy Worcester office.


The role:

  • The role holder will have a basic understanding of investments and will focus on daily administration tasks, in order to support the team to deliver excellent client service to their clients.
  • Duties include; General Administration, Transfers, Placing trades, producing excel reports, support with preparation for client meetings etc

Requirements:

  • You must have excellent written and verbal communication skills.
  • Ideally you will have some experience and knowledge of Investments or Investment Management but those from other financial services backgrounds should also apply.

On offer:

  • This is a fantastic opportunity to develop your career in Investment Management at a leading organisation.
  • Salary is to £25,000 plus benefits including 25 days holiday, 7.5% Pension, full study support, PMI, DIS and other flexible benefits etc