Investment Administrator
Heat Recruitment
London
2d ago

Our client is an Investment Management firm based near Finsbury. They provide Investment Management for private clients investing in multiple asset classes for income or growth through Investment Accounts, ISAs, Pensions and Inheritance planning.

The Opportunity

Due to organic growth within the business and opportunity has arisen for an Investment Administrator to join the team. You will be working directly with the Director of the business as well as highly experienced Investment Managers.

You will carry out general administrative duties, customer support, provision of valuations, alongside being involved with client onboarding and processing new business.

You will have the opportunity to progress within the role alongside receiving study support, therefore this would be perfect for someone who is looking to build a successful career within Investment Management.

What’s needed to be considered?

  • Experience working within a similar Investments Administration role
  • Working towards CISI or equivalent
  • Organisational skills and a can do attitude
  • Investments, Stock Market or Financial Planning background
  • Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

    In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

    Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

    Synonyms : Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

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