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Title: | Portfolio Adminstrator (VR/05216) |
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Date Posted: | 22nd May 2017 |
Salary/Rate: | £21,000- £27,000 pa |
Location: | Peterborough |
Type: | Permanent |
Contact: | Sally |
Description: | For: Portfolio Administrator, £21,000-£27,000 Permanent, Peterborough
Meyer Scott Ref: VR/05216
We are currently working with a leading financial services provider offering service to both private clients and businesses on a national basis. Our client has an exciting new opportunity for a Portfolio Administrator to work as part of their portfolio team.
Financial Services qualification not essential but need to have an interest in current affairs and investment markets
Duties
• Producing portfolio analysis reports and documenting recommended changes to portfolios. • Administering changes to investment portfolios, placing and settling trades. • Extensive use of excel and a good grasp of maths is essential. • Willingness to progress and study for industry exams
Office hours are Monday-Friday 9am-5.30pm with one hour lunch 20 days holiday to start, rising by 1 day each year to maximum of 25 days
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