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Senior Investments Administrator

BASELINE RECRUIT LIMITED
Job LocationNottingham
EducationNot Mentioned
Salary£22,000 - £26,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Baseline Recruit is working with a fantastic Financial Services organisation that puts relationships at the heart of their business! Established and successful, this company puts people, clients and employees, first.Due to their success, they now need an experienced Investments administrator to join their team on a permanent basis. Based in a beautiful area in Nottingham, they are looking for someone who shines!Joining a highly motivated team you will be providing administrative support for the financial planners in the business, maintaining compliance within the FCA regulations.On a day-to-day basis you will be involved in:

  • Using your brilliant organisational skills to maintain and update client information, provide research, client valuations and processing new business.
  • Compiling suitability reports from templates and client review letters.
  • Prepare agenda and paperwork for client meetings.
  • Prepare accurate information for the management team.
  • General administration pertinent to investment, pension and other financial products
    • In order to be considered for this role, you will have:
  • A professional and positive attitude
  • Strong interpersonal skills
  • Strong organisational skills and efficiency
  • The ability to work under pressure.
  • Proactive, with an ability to multi-task
  • A responsible, and courteous manner, alongside discretion in handling confidential
    • Information
  • Good working knowledge of MS Office packages
  • Ideally some knowledge of XPLAN software and AWSMorningstar
  • Ideally 4 years’ experience of working within the financial Services sector- Investments particularly.
    • In return, you will receive: Working hours of 35 hours a weekSalary up to £26k + Disc Bonus scheme25 days holiday + Bank holidaysLong-term sickness policyPension SchemeDeath in Service 2x salarySupportive environment for continual learningIf you’re interested in this position, please feel free to apply using the details on this advert. Required skills
  • Administrative
  • Administrative Support
  • Compliance
  • Financial Services
  • Investments

    • Keyskills :
    Administrative Administrative Suppt Compliance Financial Services Investments

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