Investment Administrator

Dynamite Recruitment are proud to be recruiting in partnership with a Investment management firm on the recruit of an Investment Administrator to join their team.
This role will be to support customers with their enquiries regarding their investments and carry out Administration tasks to support the sales process.
Assisting the sales team with all administration tasks.
We are looking for someone with existing skills and experience within financial services / Investments Duties include: Maintain client database Preparation of spreadsheets and reports and letters Obtaining new business illustrations Processing new business applications Assist in the ongoing research into appropriate investment funds Experience and qualifications: Hold relevant exam qualifications or working towards these An understanding of investments, life and pensions contracts Excellent communication skills both written and verbal Minimum of 2 years experience in the industry Flexi time 5 days a week Office based, Godalming Free parking £28,000 - £36,000 For more details please contact Tegan at Dynamite Recruitment