Administrator / Trainee Investment Analyst

That Recruit
10 Aug 2017
22 Aug 2017
Contract Type
Full Time
Our client, a successful Chartered Financial Planning Company are currently looking for a Trainee Administrator/Investment Analyst to join their team.

Duties & Responsibilities:

- Maintaining accuracy of client information and assisting the on-going management of the client

- Interacting with clients in an efficient and professional manner

- Dealing with servicing queries including both new and existing business, ensuring procedures are followed

- Researching products to support recommendations

- Preparing, recording and monitoring the client review process

- Analysing client and investment data

Experience & Requirements:

- Ideally experience within the Financial Services Industry

- Educated to a minimum of A Level standard

- An interest in financial services particularly pensions and investments

- Excellent analytical and interpretive skills

- Tenacity, drive and a "can do" attitude, with a methodical approach with attention to detail

- The ability to fault find and make recommendations to remedy

- Computer literate with a practical grasp of technical issues

- Ability to deliver high-quality work to deadline in an accurate manner

In return, our client is offering a very competitive salary.

To be considered for this role, apply now!