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Investments Administrator
23,500 -27,000 (dependent upon experience) + benefits
Hybrid or office-based options after qualifying period (3 office / 2 WHF)
Monday to Friday
Health & Medical Insurance, 23 days +bank holidays (rises to 27 max)
5 min walk from Woking Train Station
Excellent team atmosphere, encouraged to get involved in charity days and events
Working in a team of 2 others, you'll be involved in all activities to ensure that clients investment portfolios are correctly reported upon for your senior colleagues to manage moving forward.
This position will call for accurate processing of client documentation, updating client records, and managing investment transactions. Clear communication with your colleagues and the wider business will be essential as you'll need to make sure that procedures are followed for each client, and all information and documentation is accurately captured and managed within set timeframes to support seamless service delivery.
Our client is ideally looking for:
- Minimum of 1 years' relevant experience in administrative roles, preferably within the financial services sector.
- Experience using CRM software
- Financial Advisor office procedures and compliance exposure
- A degree in a finance related subject: Mathematics or Economics would give you a distinct advantage.
- Willingness to pursue further education or training to enhance skills and knowledge, such as Diploma in Financial Planning would be welcome
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Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
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Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
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