Investment Administrator

23 Days Old

Investment Administrator Leicester (our ref AL1397) hybrid option available Salary to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing or IFA administration is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business. The role Investment Administrator To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm ...
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Location:
Leicester
Salary:
£30,000
Job Type:
FullTime
Category:
Accounting & Finance

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