Investment Administrator - Dynamite Recruitment Solutions Ltd : Job Details

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 / InvestmentsDuties 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 time5 days a weekOffice based, GodalmingFree parking£28,000 - £36,000For more details please contact Tegan at Dynamite Recruitment