Portfolio Administrator

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Personnel Placements are working in partnership with a great company located on the outskirts of Salisbury to recruit a Portfolio Administrator to join their team. This is a full-time permanent position, with some excellent company benefits such as: parking, 24 days holiday plus bank holidays, Private Health Insurance and 8% employer pension contribution after successful probation.

As the Portfolio Administrator, you will be responsible for supporting the Portfolio Manager with the day-to-day administration ensuring all requests received from clients and IFA’s are processed within regulatory timeframes and meet business partner Service Levels.

You will also work within a Quality Assurance process that ensures work is administered to the required standards and support project and IT initiatives.

Skills and Experience required to become a successful Portfolio Administrator:

  • Previous administration experience, financial service experience would be an advantage.
  • Demonstrate strong team working skills
  • Customer awareness
  • Proficient in the use of Microsoft Office
  • Good verbal, written and numerical skills

Salary £20,000 – 24,000 depending on experience.

Please call Loren for more information.

Permanent
18 October 2021
Financial Services
Pensions
Wiltshire, Salisbury
£20,000 - 24,000