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Investment Sales Administrator

Posted 4 January by On Track Recruitment & Training Ltd Ended

A new and exciting opportunity has arisen within an exclusive company in Alton.

You will be working alongside a friendly team of financial advisors, providing administrative support throughout the clients investment journey. Previous experience within investment is preferred, due to the nature of the role.

Some of your key responsibilities will include;

  • Liaising with clients via email and telephone
  • Preparing files for client meetings
  • Updating client details to the bespoke system
  • Processing sales
  • Producing FCA Compliance Reports

If you are a confident candidate who can hit the ground running within a fast paced and evolving business then apply now or give us a call.

Thank you for your interest in this role; if you do not hear from us within 5 working days unfortunately your application has not been successful on this occasion.

Reference: 34141741

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