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Posted by:	Portishead Recruitment
	View all jobs from Portishead Recruitment
Address:
Contact Details:	01275 390470
Date Posted	2nd May 2008
Reference Code:	10107
View Since Posting:	244
Salary:	Highly competitive-Negotiable
Vacancy Location:	Clifton
Full Description:
An award-Winning IFA company, achieving Investment Advisor of the Year are looking to recruit an administrator. CORE RESPONSIBILITIES: • Preparing accurate client valuations • Placing and processing investment trades on behalf of Clients • Preparing Reason Why Letters • Dealing with client queries • Dealing with pension transfers, administering SIPP Schemes • Meeting and Greeting Clients • Ensure office standards are met and adhered to. • General office duties • Be prepared to take on other roles/tasks in absence of a team member • Obtain Files for meetings, ensure that all files are complete and up to date, along with valuations prior to a client meeting. Skills and Experience Previous experience within a similar role is required. Benefits Salaries are fully negotiable based upon experience, qualification and where appropriate results achieved in your current role.