Investment Administrator

Investment Administrator Cheltenham up to £24,000 dependant on experience Permanent-Full time Adecco Cheltenham are seeking an ambitious, efficient and conscientious individual to join my clients team, who are a Financial Consultant based in Cheltenham. As a Investment Administrator you will be providing support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. The ideal candidate will have previous experience within financial services, as the job can be fast-paced and sometimes pressured. My client are a growing company who specialise in giving financial advice to members of the medical and dental profession. They currently have 21 advisers across the company, covering a vast majority of the UK. Your responsibilities will include: - processing applications from advisers - maintaining and updating database with relevant policy information - corresponding with providers across the market (in relation to investment, pension, protection and mortgage products) - issuing documents to clients - producing and updating client reports - drafting suitability reports for advisers - ensuring all records are kept up to date and compliant If you are interested click apply Now , alternatively please do not hesitate to call the Adecco Cheltenham office and speak with Beth Jordan regarding your application- Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser https://candidate-privacy