Investment Team Support Administrator, Bromsgrove
Our client, a major Financial Services/Advice provider are seeking an experienced FS administrator to join their busy Head Office support team.
If you have recent/current working knowledge of the Financial Services market, including investment/ISA products and valuation procedures, along with accuracy and good data input skills, then this would be a great career move into a large organisation where you can carve out a long term career within a supportive team environment.
Duties will involve:
Collating and recording client data in relation to their investments/ISA's/Withdrawals, etc.
Updating client account information accurately.
Dealing with email enquiries in a professional, polite and efficient manner.
Preparation of financial reports.
Ensuring compliance with FCA rules regarding Treating Customers Fairly (TCF) and Anti Money Laundering (AML), along with any relevant regulations required by the FCA.
Full understanding of the importance of data confidentiality.