Investment Administrator
Salary
Up to 35,000
Location
London
Job Type
Full Time
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Job Title: Investment Administrator
Industry: Financial Advice
Location: North London
Salary: Up to £35,000
Reference Number: 13772
Job Description:
Recruit UK are working on an excellent opportunity for an Investment Administrator in North London to join an Independent Financial Planning firm.
Due to their continued growth, they are looking for an imaginative and driven individual with a desire to progress and develop their career to join this thriving team. You will find a daily variation to keep you stimulated and intrigued, whilst being offered fully funded exam support, as well as consistent in-house training.
Role includes:
- 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
- Fully funded exam support
- Progression Opportunity
- Work alongside Senior members of staff
- Recent and relevant experience within Financial Services
- Organisation and time management skills
- Excellent communication skills
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.