Administrator / Trainee Investment Analyst

Recruiter
ThatRecruit.com
Location
Solihull
Salary
Negotiable
Posted
10 Aug 2017
Expires
07 Sep 2017
Contract Type
Permanent
Hours
Full Time
Our client, a successful Chartered Financial Planning Company are currently looking for a Trainee Administrator/Investment Analyst to join their team.

Duties & Responsibilities:
- Maintaining accuracy of client information and assisting the on-going management of the client
- Interacting with clients in an efficient and professional manner
- Dealing with servicing queries including both new and existing business, ensuring procedures are followed
- Researching products to support recommendations
- Preparing, recording and monitoring the client review process
- Analysing client and investment data

Experience & Requirements:
- Ideally experience within the Financial Services Industry
- Educated to a minimum of A Level standard
- An interest in financial services particularly pensions and investments
- Excellent analytical and interpretive skills
- Tenacity, drive and a "can do" attitude, with a methodical approach with attention to detail
- The ability to fault find and make recommendations to remedy
- Computer literate with a practical grasp of technical issues
- Ability to deliver high-quality work to deadline in an accurate manner

In return, our client is offering a very competitive salary.

To be considered for this role, apply now!