Investment Support Team Administrator

Heat Recruitment
Stoke Pound
01 Aug 2017
14 Aug 2017
Contract Type
Full Time

Investment Support Team Administrator

Location: Bromsgrove

Salary: Negotiable - this will be dependent on the individual

The client:

This is a truly fantastic company that put the hearts of their clients at the centre of everything they do. As a major leader within the area they consider themselves a trusted name with lasting reputation.

You will be working in a modernised office with great people striving for excellence.

Key duties of this position:

  • To complete all tasks delegated to them by the Investment Support Supervisor and the Investment Support Senior Administrator to meet SLAs
  • Collation and recording of current client data relating to investment holdings, to support the delivery of the DIS and PMS services
  • To respond to telephone and low risk inbox queries, escalating where necessary
  • Maintain agreed diary management and record keeping processes relating to ensure appropriate audit trails are kept in line with the Firms compliance standards
  • Maintain a clear understanding of the concept of Treating Customers Fairly (TCF)

What are we looking for:

  • Good knowledge of the Financial Services Market and Investment Products
  • Relevant Operational procedures knowledge
  • Provider valuation procedures knowledge
  • Good working knowledge of Microsoft Word, Excel and Outlook
  • Working knowledge of Pershing’s Nexus, 1st software and Nexus Complete Software Systems preferred
  • Knowledge of TCF Principles and how they apply to the individual role

What next?

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.