Investment Administrator
Reference: BCR/KM/10453
Location: Birmingham City Centre (Hybrid Working)
Salary: £22,000 – £27,000
Bell Cornwall recruitment have an exciting opportunity for an Investment Administrator to join a leading Financial Services company based in Birmingham. This would be a fantastic opportunity for an individual who is passionate about investments and would like to develop their career further!
Responsibilities
- Overall support to Investment Managers
- Diary management and booking meetings
- Updating of internal systems
- Oversee management of client annual reviews and portfolio reviews
- Assist with portfolio reports
- Client on boarding
- Preparation of platform withdrawals/ fund switches / transactions
- Preparing client meeting packs for advisers
Ideal candidate
- Experience within Financial Services / Investments
- Excellent attention to detail
- Good communication skills both verbally and written
- Passionate about investments and offering exceptional support
- Able to work well in a high pressure environment
If you believe this Investment Administrator role based in Birmingham could suit you, please apply now!
Interested? Please click the ‘APPLY’ button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment business. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Job Information
Apply for this Job
BCR have more fantastic opportunities for you!
Visit www.loveworkbehappy.co.uk & follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
BCR want to make finding a job that you will love as smooth sailing as possible. BCR now offer evening appointments to fit around your working life.
Love Work Be Happy
BCR aim to get back to all applicants within 24 hours however if you have not received a response within this period then please feel free to contact us on 0121 5155910 at your earliest convenience.
BELL CORNWALL RECRUITMENT
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales