Salary: £20000 - £28000 per annum
Reference:LJM/BCR/8921/8922_1618376408
Location:Birmingham, West Midlands
Sector:
Type:Permanent

BCR/LJM/8921/8922

Investment Administrator / IFA Administrator

Bell Cornwall Recruitment are recruiting for a range of support positions within finance/investment industry. This is an exciting time to join a “boutique” organisations who pride themselves on taking a bespoke and individual approach when advising both private and corporate clients.

We are looking to recruit investment administrators who will be supporting with a range of the following duties:

  • Preparation of client portfolios and annual reviews
  • Review portfolio reports
  • Undertake product and market research
  • Ensuring all reviews meet with compliance procedures
  • Administration of Life, investment and pensions, including submissions of on-line applications/ top-ups and paper based applications
  • Prepare platform withdrawals / fund switches
  • Life/Investment and pension quotations
  • Ad-hoc client project work
  • Running comprehensive IO activities
  • Adding fees/payaways entries

For the roles we are recruiting for it is essential that you have:

  • Working knowledge of IO back office system
  • Working knowledge of EIM platforms
  • Competent with preparation of management information reporting
  • Excellent communication skills, a confident ability to communicate with a diverse range of individuals

Should you be interested in learning more about the opportunities on offer and have the relevant specialist experience then I would be keen to discuss with you as soon as possible.

*Financial services * Investment Client Administrator/ Client Executive * Finance * Birmingham* Investment Client Administrator/ Client Executive * Investments * Financial services * Investment Client Administrator/ Client Executive * Birmingham * Investment Client Administrator/ Client Executive * Investments * Finance* Financial services * Birmingham *

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

Job Reference: LJM/BCR/8921/8922_1618376408
Salary:
Salary From: £20000
Salary To: £28000
Job Industries: Finance Jobs
Job Locations: Birmingham, West Midlands
Job Types: Permanent

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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