Investment Administrator

Location Salisbury
Job type: Permanent
Salary: £22k (c)
Contact name: Liam McConnell

Contact email:
Job ref: REF: 7075
Published: 19 days ago
Expiry date: 15 Jul 2022 00:59

​A new role is now available for a candidate who is looking to land themselves a permanent office based role within a growing Financial firm based in Salisbury.

The role of Investment Administrator will see you play a key supporting role to a Senior team; by handling a number of administrative tasks related to a client log book you will help oversee and nurture.

Key responsibilities include:

  • Ensure all client relationships are correctly documented on a timely basis, including checking client information and updating records

  • Provide clients with reports and further assistance when required

  • Become accustomed to the inhouse training provided

  • Answer phones to clients

  • Ensure new accounts are opened in a timely and accurate manner

  • Process client payments

All of the above will come with suitable training, as part of the team, you will be looked after, nurtured and supported so you are set up to succeed in your supporting role.

Key skills and experiences we are looking for:

  • You need to be someone who wants to learn and is interested in taking their role seriously as you will be providing a really important service to the client base

  • Open to training and a will to succeed

  • Experience of using MS Office in a previous role or through education

  • Some experience working in Financial Services is an advantage - But not essential

  • A people person - Our client are a friendly bunch, they love what they do and offer great service to their clients so a positive, can do attitude is so important

For the right person who loves to learn, this really is an exciting career opportunity for you to push on in the world of Investments. However equally, if you are someone who just enjoys their day job and wants to come in, do really well and go home again without the added pressure of qualifications or further development, then that is equally welcome.

The role is 9am - 5pm M-F based in some lovely central offices in Salisbury. Lots of perks to this role so we look forward to telling you more about one of Salisbury most successful companies in recent times.

Contact Liam to discuss further