Investments Administrator

J&L Recruitment (Staffordshire) Limited
18000.00 GBP Annual
20 Jun 2018
30 Jun 2018
Job Type
Contract Type

Our client is looking for an experienced administrator to join their small and friendly team. This is the perfect position for someone who has worked within the financial industry previously, but this is not a necessity for the role and would also be suitable for administrators with a strong history of working within similar roles.

The role will offer fantastic training with plenty of room for development and progression within the group.

Key Responsibilities:

  • Meeting and greeting clients
  • Arranging appointments for the financial advisors
  • Keeping and sending meeting notes
  • Managing the financial advisors' diaries
  • Maintaining and updating the CRM system
  • A basic understanding of finance and investments will be advantageous

If you are looking for your next move and want to work in a rewarding and fun environment then apply today.

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