Salary: Negotiable
Reference:JC/BCR/8852_1609260999
Location:Worcestershire
Sector:
Type:Permanent

Investment Support Administrator

Ref: JC/BCR/8852

Bell Cornwall Recruitment are recruiting for an Investment Support Administrator for one of the Midlands fastest growing financial services companies in Bromsgrove.

As an Investment Support Administrator you will be responsible for providing administrative support to the investment advisers. Duties …

  • Collation and recording of current client data relating to investment holdings
  • To deliver accurate reports efficiently and to deadlines
  • To respond to telephone and low risk inbox queries, escalating where necessary
  • Maintain agreed diary management and record keeping processes
  • Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and GDPR in order to comply with FCA requirements
  • Abide by company procedures and standards in relation to anti money laundering, data security and confidentiality

The ideal candidate will have…

  • Good working knowledge of Microsoft Word, Excel and Outlook
  • Knowledge of TCF Principles / GDPR legislation and AML processes
  • General Admin experience
  • Great written and verbal communication skills and a ‘head for numbers’

If this sounds like you and you would like to be an Investment Support Administrator in Bromsgrove then 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

Job Reference: JC/BCR/8852_1609260999
Salary:
Salary From: £16000
Salary To: £16500
Job Locations: Bromsgrove, Worcestershire
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