Investment Administration Specialist

7 days ago


Holmes Chapel, Cheshire East, United Kingdom Anderson Wright Consulting Full time

Are you looking for a challenging and rewarding role in the financial services industry? We are seeking an Investment Administration Specialist to join our team at Anderson Wright Consulting. In this role, you will be responsible for administering financial plans and investment proposals, maintaining client files and records, and ensuring compliance regulations are adhered to.

Responsibilities:
  • Administer financial plans and investment proposals
  • Maintain and update client files and records
  • Process account applications and paperwork
  • Servicing existing business including policy surrenders, fund switches, and policy changes
Requirements:
  • 2 years' experience working as a Financial Planning Assistant
  • Excellent telephone and communication skills are required
  • Attention to detail
  • Ability to work independently or as a team member
Package and Benefits:
  • £25,000 - £28,000 per annum salary range
  • Flexible working hours from Monday to Friday (8am-6pm)
  • Option to work one day from home after full training
  • Company pension
  • BUPA cash back
  • 23 days holiday plus bank holidays
  • Christmas shutdown
  • Day off on your birthday
  • On-site parking


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