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Contact Information:
HOORAY
71 Rodney Road
Cheltenham
Gloucestershire
GL50 1HT

Tel: 01242 300228

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Investment Administrator - 38557

Cheltenham

Would you like to work for a company who are inclusive, value their employees and are looking to provide an alternative to traditional Investment firms? Do you have experience within the Investment management Industry? Can you work as part of a team and support your colleagues when needed? Great, please read on.

Our client is a highly regarded and well-respected company on a mission to be the best business in the UK for wealth professionals and their clients. They are looking for a proactive Investment Administrator to support the bespoke Investment Management team with the organisation and administration of client related queries. You will deliver outstanding client service through excellent communication skills and a customer orientated approach whilst consistentlyadhering to regulatory responsibilities.

Benefits of an Investment Administrator:

* 25 days holiday
* Discretionary bonus opportunity
* Opportunity to play a key role as the company expands

What are the day-to-day responsibilities of an Investment Administrator:

* Assist and report on the regular assessments of client circumstances and suitability factors.
* Support with the account opening and onboarding of new clients including AML and Due Diligence checks.
* Contribute and engage in the strategic planning to drive initiatives forwards.

Required Skills and Qualifications of an Investment Administrator:

* Previous experience in a client facing investment services administrative role is desirable.
* Strong MS Office Skills.
* Outstandingrecord keeping and reporting capabilities.
* Excellent communication and interpersonal skills.

If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you.

* Hooray is acting as an agency on behalf of the client for this position.
* Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body.
* DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 REWARD FOR ANY SUCCESSFUL REFERRAL! T&C's APPLY!