Investment Administrator – London
22,000 - 35,000 DOE
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We are working with an actuary and consultancy practice in London that offers advice across the Pension spectrum. They ensure that clients receive and understand their options so that they can make the best informed decisions relating to their retirement planning. They offer full financial planning alongside their pension advice, to ensure that all assets are managed tax efficiently and suitably, in order to meet the full needs of each client. They have their own inhouse investment team dedicated to designing and implementing appropriate investment strategies that meet the requirements of individuals and trustees. Typical clients are entrepreneurs, directors and business partners in professional firms, senior management and HNW individuals.
An exciting opportunity to work in their small and fast growing investment team.
¥ Support and assistance for consultants for all financial planning work
¥ Obtaining valuations and preparing new business reports
¥ Processing new business and producing client packs
¥ Carryout trade instructions
¥ Assisting in the investment research for the firm and analysing fund data
¥ Developing technical knowledge on pensions and investments and keeping up to date with changes
Required skills and experience
¥ Recent and relevant experience in financial services
¥ Essential organisation and time management skills
¥ Ability to work under pressure to strict deadlines
¥ Excellent communication and interpersonal skills
¥ Proficient in use of Microsoft Office
In return you will receive a competitive salary of £22,000 – £35,000 dependent on existing experience and qualifications.
Please contact Louise Sheppard at Recruit UK on 0117 9450450 or email [email protected]. Quote reference 12064This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.