Investment Administrator
- Recruiter
- Anonymous
- Location
- Northwich
- Salary
- 18000.00 - 20000.00 GBP Annual + Extensive benefits and bonus
- Posted
- 31 Aug 2017
- Closes
- 28 Sep 2017
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
A national financial planning practice with a highly regarded in-house discretionary portfolio management proposition, pride themselves on the support they provide to the firm's financial consultants. With this in mind they are now seeking to recruit an experienced administrator to join their sales support function in Northwich.
As part of a division offering investment planning, pension planning, discretionary investment advice and wider holistic planning (in particular tax mitigation such as IHT and trusts), the role will involve client data set up, ongoing maintenance, internal stock transfer movements and other associated administrative activities of the Client Data Team
It is vital that any applicant has prior experience of providing sales support administration within a financial services environment. Attention to detail, an eye for accuracy and strong technical knowledge is also important. A familiarity with platforms and CRM systems would be an advantage.
For further information and a confidential discussion about this position, please contact Leanne Fairhurst on (Apply online only) or e-mail (url removed).
More opportunities can also be found by visiting our website (url removed).
Ref: FS882541
As part of a division offering investment planning, pension planning, discretionary investment advice and wider holistic planning (in particular tax mitigation such as IHT and trusts), the role will involve client data set up, ongoing maintenance, internal stock transfer movements and other associated administrative activities of the Client Data Team
It is vital that any applicant has prior experience of providing sales support administration within a financial services environment. Attention to detail, an eye for accuracy and strong technical knowledge is also important. A familiarity with platforms and CRM systems would be an advantage.
For further information and a confidential discussion about this position, please contact Leanne Fairhurst on (Apply online only) or e-mail (url removed).
More opportunities can also be found by visiting our website (url removed).
Ref: FS882541