Investment Reporting Administrator

Premier Jobs UK Limited
Bromsgrove, Worcestershire
20 Jun 2019
27 Jun 2019
Contract Type
Full Time
Are you experienced within the financial services / investments market and looking for an engaging role with fantastic career progression?

The Company and Culture

Our client company is a leading Independent Financial Advisory firm, established in 1990 and has recently become a public quoted company. Due to continued growth, they are looking to recruit Investment Reporting Administrators to join their Advisory Service and Discretionary Investment Service team. They pride themselves on being a people-based business and promote opportunities for career development within the company wherever possible.

Roles and responsibilities - Investment Reporting Administrator

As an Investment Reporting Administrator, you will be focused on preparing reports in relation to investment advice service / discretionary investment service. You should have a strong attention to detail and be able to ensure all reports follow their processes and procedures. In addition, your role will include supporting with low risk queries. To undertake your duties, you will need to collate and record client data, deliver accurate reports, respond to queries and maintain good diary management / record keeping.

Training and career progression

As a peoples-based business, they believe in their staff and like to maximise professional development where possible. As such, many of their Senior Managers / Supervisors initially joined the business within Junior roles and made excellent progression.

Requirements to be considered - Investment Reporting Administrator

In order to be considered, ideally you should have good knowledge of the Financial Services Market and Investment Products. However, they are happy to consider individuals with proven skills in an Administration role and be able to produce reports from information gathered.

Benefits for an Investment Reporting Administrator
  • Competitive and progressive salaries
  • Fantastic employee benefits package including: pension, DIS, flexible cash benefits, annual bonus, holiday and training/qualification funding.
  • Working hours of 8am - 4pm, Monday to Friday
  • Excellent team environment with regular team building events such as Summer BBQs and Christmas party, free to attend!
  • These roles have become available due to the successful growth of IFA's within the business.



Call us now on 0208 0044 154 or click Apply

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