Investment Administrator in Guildford - CV-Library

Dynamite Recruitment are proud to be recruiting in partnership with a Investment management firm on the recruit of an Investment Administrator to join their team. 

This role will be to support customers with their enquiries regarding their investments and carry out Administration tasks to support the sales process. Assisting the sales team with all administration tasks. We are looking for someone with existing skills and experience within financial services / Investments

Duties include: 

Maintain client database
Preparation of spreadsheets and reports and letters
Obtaining new business illustrations 
Processing new business applications
Assist in the ongoing research into appropriate investment funds Experience and qualifications: 

Hold relevant exam qualifications or working towards these
An understanding of investments, life and pensions contracts
Excellent communication skills both written and verbal
Minimum of 2 years experience in the industry Flexi time
5 days a week
Office based, Godalming
Free parking
£28,000 - £36,000

For more details please contact Tegan at Dynamite Recruitment