Graduate Investment Administrator
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| Job Type | Contract |
| Area | South West England & Wales, UK |
| Sector | BankingFinancial ServicesGraduateOperationsOtherCustomer Services |
| Salary | Up to £26,000 |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-14811 |
| Job Views | 43 |
- Description
- Graduate Investment Administrator
Up to £26,000
Hybrid Working Available!
6 month FTC
A leading sustainability focused investment firm are seeking a recent University Graduate to join their team! This is fantastic opportunity for someone to break into financial services and investment management, and to join a leading company with exciting growth and expansion. You would be working alongside the IFAs, working to provide exception administration and customer support to ensure the efficiency of the firm’s operations and customer service.
Duties of the Graduate Investment Administrator to include:
- Obtain fact finds and meeting notes from IFAs to ensure their clients are accurately documented.
- Creating detailed minutes and meeting notes to meet audit standards.
- Liaising with clients directly to arrange meetings with their investment managers to establish their portfolio and their aims.
- Assist with client summary templates – collating information from the files of new and existing clients to identify key pieces of information.
- Taking ownership of the suitability process.
- Producing accurate documentation in the agreed format.
- Client on-boarding and managing client administration processes such as account amendments, resolving queries and filing correspondence.
Requirements for the successful Graduate Investment Administrator:
- Educated to undergraduate level with a 2:1 or higher.
- Previous administrative experience highly desirable
- A demonstrable passion for finance and sustainability
- Strong communication skills with a keen eye for detail
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.