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Investments Administrator

Vacancy Title: Investments Administrator
Contract Type: Permanent
Location: Surrey, England
Industry:
Salary: Up to £26000.00 per annum
REF: BBBH6324_1571325866
Contact Name: Chloe Emmerson
Contact Email: chloe.emmerson@dynamiterecruitment.com
Vacancy Published: 26 days ago

Vacancy Description

Investments Administrator

£24,000 - 28,000

Super company / opportunity


A rare vacancy that has come up with a long standing client who has a strong presence in the IFA industry. This exceptional company is working with Dynamite Financial Recruitment to find an ambitious Investment Administrator, that wants the opportunity to learn, grow and develop within the company.
This role is very similar to the a Wealth Administrator role, however it will require someone who is numerate, analytical and able to work steadily . The role requires someone to be highly accurate. This involves rebalancing our clients' investment/pension portfolios on a regular basis so that they revert to the originally agreed asset allocation.
Candidates holding the Investment Management Certificate would be of particular interest:
Some of the other duties involved are listed below

New business applications for all Investment, Pensions and Life products. Client letters, Illustrations, Reconciliations, Liaising with providers obtaining quotations, valuations, booking in reviews for clients, Letters of authority, Pension Transfers, Compliance regulations checks.
For this role we are looking for someone who has a Degree in Economics, Finance, Law or Business.
We would also be open to be speaking to anyone who has already been working in the Banking, Investments or Wealth Management sector.
We would like someone who also is educated to a degree level or the IMC / IAQ is desirable.


For further details please email


OR call 02392 455422

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.