Senior Investment Assistant
4 weeks ago
A wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers.
Are you the right candidate for this opportunity Make sure to read the full description below.
You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in resolving general queries, and preparing meeting packs and reviewing previous meeting packs to ensure customer queries/concerns have been addressed.
This is a fantastic opportunity for someone who wants to develop their investment administration skills, receive full support to obtain the IAD and effectively start trading on behalf of the clients. The ideal candidate will have previous investment administration experience, will have a 'can do' attitude, is proactive, has the ability to work on their own and desire to help the rest of the team.
Candidates should have:
- Upwards of 5 years administrative experience, ideally in investment management/wealth management
- Strong IT skills, and ability to manage workload effectively
*Please note visa sponsorship is not available for this role.
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1 month ago
Bristol, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them...
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4 weeks ago
Bristol, United Kingdom Dartmouth Partners Full timeJob DescriptionA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by...
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Bristol, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. Are you the right candidate for this opportunity Make sure to read the full description below.You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings...
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Senior Investment Assistant
1 month ago
Bristol, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in...
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Bristol,, South West England, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in...
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Bristol, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in...
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