Financial Services / Investment Administrator

Investment Administrator

Salary: £19,000PA

Location: Exeter, Devon

We are looking for an experienced Investments administrator to join a small team in Exeter. Ideally, you will have previous experience within finance administration but other professional services experience will be considered for the right person!


Duties



  • Taking responsibility for the admin of data onto the systems

  • Client account set-up and maintenance

  • Transfer of client assets

  • Processing payments and ISA subscriptions

  • Dealing with client, introducer and other third party enquiries


Experience



  • Ideally you will have a good level of investment admin experience or working in a similar related financial services role

  • Excellent attention to details and numeracy skills

  • Accurate typing speeds


What you will receive:

Central location with good transport links
A holiday allowance of 20 days plus bank holidays and the Christmas period on to


What we are looking for from you

Professional and friendly manner - you are representing their business!
A down to earth personality, able to work within a small team of 6/7 others
Proficient MS Office skills
Ability to work in an FCA environment
Attention to detail and accuracy is key.


If you would like any more information, please do not hesitate to contact Charlotte on 01392 426200 or email charlotte.lawes@office-angels.com


Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser: https://www.office-angels.com/candidate-privacy

To speak to a recruitment expert please contact Charlotte Lawes