Investment Administrator

3 weeks ago


Wimborne, United Kingdom Recruit UK Full time

_**Are you an experienced administrator within financial services, investments or pensions?**_
- **Would you like to join a supportive team within an established wealth management practice?**_

We are currently working on an opportunity for an IFA administrator to join our client in Ferndown, Dorset. You’d be joining a team of established administrators to provide assistance to the Financial Planners and Paraplanners. This role would suit you if you have great attention to detail, a positive work ethic and strong communication skills.

**Day to day duties would look like**:

- Processing new business and meeting review packs, ensuring all relevant information is updated on their internal database
- Updating records from 3rd parties to assist with preparation of financial reports
- Managing cases from start to finish, taking ownership of client business
- General ad hoc duties maintaining a high standard of service throughout
- Preparing client reports and correspondence including the review of relevant documents

**What’s in it for you**:

- Competitive salary and benefits package
- Full training and ongoing support
- Friendly and welcoming work culture
- Free onsite parking
- Holiday purchase scheme

**We are looking for**:

- Experience within IFA administration, investment or pensions administration
- Ability to manage and prioritise own workload
- Highly skilled communicator, with great attention to detail
- Positive working ethic
- Confident and self assured, working well under pressure

**Salary**: From £24,000.00 per year

**Benefits**:

- Company pension
- Free parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Quarterly bonus
- Yearly bonus

Work Location: One location

Reference ID: 7423


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