Investment Administrator

Dynamite Recruitment Solutions Ltd

Posted 15 days ago, valid for 7 days

Godalming, Surrey GU7 2XE, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

Dynamite Recruitment is partnering with an investment management firm to recruit an Investment Administrator for their team.
The role involves supporting customers with investment inquiries and performing administrative tasks to assist the sales process.
Candidates should have a minimum of 2 years of experience in the financial services or investments industry.
The position offers a salary range of £28,000 to £36,000, with flexible working hours and office-based in Godalming.
Applicants should hold relevant exam qualifications or be working towards them and possess excellent communication skills.

Dynamite Recruitment are proud to be recruiting in partnership with a Investment management firm on the recruit of an Investment Administrator to join their team. This role will be to support customers with their enquiries regarding their investments and carry out Administration tasks to support the sales process. Assisting the sales team with all administration tasks. We are looking for someone with existing skills and experience within financial services / InvestmentsDuties include:

Maintain client database
Preparation of spreadsheets and reports and letters
Obtaining new business illustrations
Processing new business applications
Assist in the ongoing research into appropriate investment funds

Experience and qualifications:

Hold relevant exam qualifications or working towards these
An understanding of investments, life and pensions contracts
Excellent communication skills both written and verbal
Minimum of 2 years experience in the industry

Flexi time5 days a weekOffice based, GodalmingFree parking£28,000 - £36,000For more details please contact Tegan at Dynamite Recruitment

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