Administrative Assistant for Investment Firm

2 days ago


Guildford, Surrey, United Kingdom Lloyd Recruitment - Epsom Full time

Job Description

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We are currently seeking an experienced Administrator / Sales Support to join our client's Investment Services department. As a key member of the sales team, you will be responsible for providing administrative support to the sales team, including managing the client review process, preparing spreadsheets and reports, and drafting letters and reports as needed.

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Key Responsibilities

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  • Managing the client review process, preparing spreadsheets and reports\
  • Drafting letters and reports as needed\
  • Sourcing new business illustrations for Investment and Pensions Consultants\
  • Processing new business applications, ensuring correct documentation\
  • Maintaining the client database\
  • Assisting with ongoing research into suitable investment funds\
  • Completing administration efficiently to meet record-keeping and file quality standards\
  • Upholding the firm's high client care standards and ensuring compliance with FSA rules\
  • Performing any other duties as required\
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Requirements

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  • A minimum of 2 years' experience in dealing directly with clients in the Financial Services sector\
  • A full understanding of the different types of investment, life assurance and pension contracts available and of mortgages\
  • Ability to work in a structured and planned manner especially when under pressure to meet deadlines\
  • Excellent telephone manner and customer service skills\
    • \

Salary and Benefits

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The successful candidate can expect a competitive salary of £32,000 - £37,000 per annum, depending on experience. This role also offers the opportunity to work within a dynamic and supportive team environment, with opportunities for professional development and career growth.



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