Investment Administrator

Location Dundonald, County Down
Job type Permanent
Salary £18000 - £19000 per annum
Published 6 months ago
Start date ASAP
Contact Katie Doyle
Job reference HST00457_1566491523

Job description

Investment Administrator



Our client, a financial services organisation, currently requires an experienced administrator to join them on a permanent basis at their site based in Dundonald.

Main duties will include:

  • New Business Submissions and tracking to completion using online portals.
  • Assist with the completion of illustrations.
  • Compiling up to date valuations of existing products.
  • Assisting with compiling client files for reviews.
  • Acting as a point of contact and fielding calls that come into the office from new/existing clients.
  • Meeting and greeting clients as they arrives at the office.


  • Ideally, someone with some experience operating in a similar role in a financial planning office environment (other financial service backgrounds will also be considered).
  • 5 GCSEs including Maths & English.



  • Attractive salary of up to £18,000 per annum depending on experience.
  • Flexible working hours.

For further information please submit your CV via the link. Please note we will only be considering applications from candidates who meet the requirements.

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