Investment Administrator

  • Location
    Cheltenham, Gloucestershire
  • Salary
  • Category
    Banking & Financial Services - IFA
  • Job type
  • Industry
    Banking and Financial Services
  • External Reference

Investment Administrator


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- 01242 579890

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.

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Please apply with your CV to: Beth Jordan