Job Details

Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their investment proposition is currently looking to recruit an experienced Administrator to join their team in the North West.

The position will involve speaking to clients regarding their investments, liaising with 3rd parties in terms of documentation and query resolution, processing all investment applications and maintaining accurate client records. The role will entail both inbound and outbound calls.

To be considered applicants will have financial services experience and hold a good level of technical knowledge, backed up by progression with the FPC/CertPFS. A real passion for investments is being sought, alongside a professional phone manner and the ability to build relationships based on honesty and trust. Clients will range from individuals investing on a small scale to extremely wealthy individuals, so an ability to deal with such a diverse clientele is a pre-requisite.

Salaries for this role rise to £20,000 along with a discretionary bonus, a pension and other benefits.

For further information regarding this exciting vacancy or a confidential discussion about the other high profile roles in the region, please contact Leanne Fairhurst on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk.