Investment Administrator
3 weeks ago
Company Benefits:
* Onsite parking
* Personal development- help developing your role, exam support including guidance, study leave and the cost of study
* Life cover
* Private healthcare
* 25 days holiday plus bank holiday
Key Responsibilities:
Flexibility to assist the sales team with all administration tasks, as required, including (but not limited to) the following:
* Maintenance of the client review process including the preparation of spread sheets and reports accordingly.
* Preparation and typing of letters and other reports, where required.
* Processing of new business applications, including checks to ensure that documentation is correct.
* Maintenance of client database.
* Assist in the ongoing research into appropriate investment funds.
* Ensure all administration is completed in an effective manner to meet the firm’s record keeping and file quality requirements.
* Ensure that the firm’s high standards of client care are met and operating at all times within the Rules of the FSA.
* To undertake all other duties as reasonably required and directed.
Experience and Skills Requirements
* A minimum of CF level 1- and 2-years’ experience of dealing directly with clients in the Financial Services sector.
* Good keyboard skills and PC literate, with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel.
* A full understanding of the different types of investment, life assurance and pension contracts available and of mortgages.
* Excellent telephone manner and customer service skills in keeping with the highly professional reputation that the company has acquired over the years in the financial services industry.
* Ability to work in a structured and planned manner especially when under pressure to meet deadlines.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted
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