Graduate Investment Assistant
7 months ago
**We are currently recruiting for a Graduate Investment Assistant to join a Wealth Management firm in Liverpool city centre. The role will involve working closely with experienced financial advisors, performing administration duties and liaising with clients.**
**The company will fund the Diploma in Financial Planning, and this will be an excellent foot in the door in the investment industry, in a company with scope to progress.**
**Key responsibilities**:
- Acting on client instructions regarding their pensions and wealth
- Updating client records
- Provide administrative support to the advisors
- Using Excel to analyse data
- Issue client letters and investment reports
**Key Skills Required**:
- Genuine interest in the investment industry
- Strong accuracy and attention to detail
- Ability to work towards deadlines and manage own workload
- Good written and verbal communication
**This is an excellent opportunity for you to work alongside experienced investment professionals. If you want to learn and be part of a vibrant team, this could be the role for you**
**Job Type**: Permanent
**Salary**: From £22,000.00 per year
**Benefits**:
- Company events
- Company pension
- Free flu jabs
- Life insurance
- Private medical insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work authorisation:
- United Kingdom (required)
Work Location: In person
Reference ID: IND-MML
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