Investment Administrator

Job description

·  Location
Cheltenham, Gloucestershire
·  Salary
£24,000.00/Year
·  Category
Banking & Financial Services - IFA
·  Job type
Permanent
·  Industry
Banking and Financial Services
·  External Reference
JN-032020-124646

Investment Administrator

Cheltenham

up to £24,000 dependant on experience

Permanent-Full time

Adecco Cheltenham are seeking an ambitious, efficient and conscientious individual to join my clients team, who are a Financial Consultant based in Cheltenham. As a Investment Administrator you will be providing support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. The ideal candidate will have previous experience within financial services, as the job can be fast-paced and sometimes pressured.

My client are a growing company who specialise in giving financial advice to members of the medical and dental profession. They currently have 21 advisers across the company, covering a vast majority of the UK.

Your responsibilities will include:
- processing applications from advisers
- maintaining and updating database with relevant policy information
- corresponding with providers across the market (in relation to investment, pension, protection
and mortgage products)
- issuing documents to clients
- producing and updating client reports
- drafting suitability reports for advisers
- ensuring all records are kept up to date and compliant

If you are interested click apply Now , alternatively please do not hesitate to call the Adecco Cheltenham office and speak with Beth Jordan regarding your application- 01242 579890

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser https://www.adecco.co.uk/candidate-privacy