Investment Administartor

4 weeks ago

Beckenham, Greater London, United Kingdom Heat Recruitment Full time
Investment Administrator - Bromley, Kent

Basic up to £35,000 plus excellent package

Company

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

What you will do:
  • The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
  • Provide clients with information and reports about their portfolios.
  • Dealing with queries from clients and intermediaries, taking appropriate messages.
    About You
    • You will have a minimum of 18 months 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.
    • It is preferable that you are CISI level 3 qualified or above.
    • It is essential that you already live within commuting distance of Bromley.