Investment Assistant

4 weeks ago


Manchester, United Kingdom Heat Recruitment Ltd Full time

Company

A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.

What you will do:

* The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.

* Provide clients with information and reports about their portfolio.

* Dealing with queries from clients and intermediaries, taking appropriate messages.

About You

* You will have a minimum of 18 months experience as an investment focused administrator working with either a specialist investment house or financial adviser.

* You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress.

* It is preferable that you are CISI level 3 qualified or above.

* It is essential that you already live within commuting distance of Manchester


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