Trainee Portfolio Administrator

  • Job Reference: 00001728-1
  • Date Posted: 9 January 2018
  • Recruiter: Stockdale Asset Management Ltd
  • Location: PL30 5HS, Lanivet, Bodmin, Cornwall
  • Salary: £16,000 to £19,000
  • Sector: Accounting, Administration, Banking & Financial Services
  • Job Type: Permanent

Job Description

A Londonesque career with the idyllic benefits of a life in Cornwall…

Stockdale Asset Management is part of the family run Stockdale Group, comprising of Discretionary Wealth Managers, Independent Financial Advisers and an Accountancy practice.

You will have an amazing opportunity to work within a dynamic team of highly qualified Investment Managers, Financial Advisers and Paraplanners.

This is an entry level role with the scope to build a career in a variety of areas dependent on you. Extensive training will be provided, including the potential for further industry qualifications with the Chartered Institute for Securities & Investments.

Your position would lead onto responsibility for:

  • Account opening
  • Portfolio valuations
  • Compiling reports
  • Share dealing
  • Company analysis
  • General client account administration
  • Handling client queries

The successful applicant must be numerically minded with strong communication skills both written & verbal, have excellent attention to detail and a cheerful disposition.

£16,000 - £19,000 p.a. (dependent on qualifications)

Apply with CV & cover letter to: Sharon Stockdale by clicking APPLY NOW