Graduate Investment Administrator
3 weeks ago
**We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry,or someone who is just looking to start their career in a professional, reputable environment. Full training will be provided, alongside progression opportunities and study support towards relevant investment qualifications.**
**The role will involve working with sensitive client data regarding their investment accounts, and duties can range from dealing with transferring stocks and cash, opening accounts and reconciliations. It’s a brilliant role that will kickstart yourcareer in an ever-growing industry.**
**Key responsibilities for the Graduate Investment Administrator**:
- Verify client data, ensuring adherence to FCA and AML regulations
- Transfer client stocks and cash, ensuring correct documentation is held
- Follow strict processes to ensure deadlines and Service Level Agreements are met
- Use Excel to deal with large amounts of client data, extracting information and producing reports
- Dealing with complex queries for internal departments and investment managers
**Key Skills for the **Graduate Investment Administrator**:
- An interest in the investment/wealth management industry
- Advanced Excel skills are advantageous, though not necessary (Pivots, VLOOKUPs)
- Strong accuracy and attention to detail
- Ability to work towards deadlines and manage own workload
- Willingness to learn alongside a positive attitude
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Graduate Investment Administrator
3 weeks ago
Liverpool, United Kingdom Marshall Moore Full timeWe are currently recruiting for a Graduate Investment Administrator; a great role in an investment management firm based in Liverpool. There are a number of roles available within investment operations, and they would suit either a bright graduate or someone with admin experience. The positions offer benefits such as Private Medical Insurance and Life...
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Graduate Investment Administrator
4 weeks ago
Liverpool, United Kingdom Marshall Moore Full time**We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry,or someone who is just looking to start their career in a professional, reputable environment. Full training...
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Graduate Investment Administrator
7 days ago
Liverpool, United Kingdom Marshall Moore Full timeWe are currently recruiting for a Graduate Investment Administrator; a great role in an investment management firm based in Liverpool. There are a number of roles available within investment operations, and they would suit either a bright graduate or someone with admin experience.The positions offer study support for relevant qualifications, alongside other...
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Graduate Investment Administrator
4 weeks ago
Liverpool, United Kingdom Marshall Moore Ltd Full time**We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry, or someone who is just looking to start their career in a professional, reputable environment. Full training...
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Graduate Investment Administrator
1 month ago
Liverpool, United Kingdom Marshall Moore Ltd Full time**We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry, or someone who is just looking to start their career in a professional, reputable environment. Full training...
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Graduate Investment Assistant
1 month ago
Liverpool, United Kingdom Marshall Moore Ltd Full time**We are currently recruiting for a Graduate Investment Assistant to join an Wealth Management firm in Liverpool city centre. The role will involve working closely with experienced Investment Managers, and you will learn a lot about different funds and investment products.** **The company will fund the IMC qualification, and this will be an excellent foot...
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Investment Administrator
4 weeks ago
Liverpool, United Kingdom Page Personnel Finance Full timePage personnel are working hand in hand with this leading wealth specialist to recruit for a Investment administrator to join their busy and growing team in Liverpool city centre. **Client Details** This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the...
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Investment Administrator
1 month ago
Liverpool, United Kingdom Page Personnel Finance Full timeWe have a number of permanent and fixed term roles for the operations function of a wealth management firm based in Liverpool. **Client Details** This is a successful investment company with a strong presence in the sector. They have won numerous awards for its service and development of staff. **Description** As Investment Administrator, you will get...
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Investment Banking Administrator
1 month ago
Liverpool, United Kingdom Marshall Moore Full time**Do you have experience in banking?** **Do you want to study towards professional qualifications?** **We are currently recruiting for an Investment Banking Administrator to join a reputable firm in Liverpool City Centre. The role is based in central offices and offers a friendly working environment alongside an excellent benefits package includingWFH,...
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Investment Operations Administrator
1 month ago
Liverpool, United Kingdom Page Personnel Finance Full timePage personnel are working hand in hand with this leading wealth specialist to recruit for a Investment administrator to join their busy and growing team in Liverpool city centre. **Client Details** This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the...
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Investment Operations Administrator
1 month ago
Liverpool, United Kingdom Page Personnel Full timeLeading business in its sector - Exciting, growing financial services business **About Our Client**: This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business prides itself and providing top class, regulated financial...
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Investment Operations Administrator
1 month ago
Liverpool, United Kingdom Page Personnel - UK Full timeLeading business in its sector - Exciting, growing financial services business **About Our Client**: This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business prides itself and providing top class, regulated financial...
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Graduate Scheme
1 month ago
Liverpool, United Kingdom Agility Resoucing Full timeI'm currently working with several forward-thinking organisations that due to steady growth are looking to speak with academic graduates looking for a career in Investment, Accounting, Analysis, Finance, or other related fields . Junior Commercial Finance Analyst Junior Insolvency Agent Tax Trainee Graduate Trainee Accountant Finance Grad ...
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Investment Operations Administrator
4 weeks ago
Liverpool, United Kingdom Search Consultancy Full timeMy client based in Liverpool City Centre is looking to recruit Investment Operations Administrator on a permanent basis. The working hours are 40 hour week between the hours of 9:00am and 5:30pm. The basic salary is also supported by a generous bonus scheme which is paid monthly. The Investment Operations Administrator provides a critical service and is...
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Investment Operations Administrator
4 weeks ago
Liverpool, United Kingdom Search Consultancy Full timeMy client based in Liverpool City Centre is looking to recruit Investment Operations Administrator on a permanent basis. The working hours are 40 hour week between the hours of 9:00am and 5:30pm. The basic salary is also supported by a generous bonus schemewhich is paid monthly. The Investment Operations Administrator provides a critical service and is...
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Investment Administrator
1 month ago
Liverpool, United Kingdom Meraki Full timeMeraki Talent are seeking Financial Services Administrators to join an Investment Management firm in the heart of Liverpool’s Financial Services district. This is initially a 12month fixed term contract, however likely to extend beyond this term. Key duties include; - Processing accurate client data - Updating in house systems with accurate client date -...
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Graduate Scheme
1 month ago
Liverpool, United Kingdom Agility Resoucing Full timeI'm currently working with several forward-thinking organisations that due to steady growth are looking to speak with academic graduates looking for a career in Investment, Accounting, Analysis, Finance, or other related fields . Upcoming roles are as follows: Junior Commercial Finance Analyst Junior Insolvency Agent Tax Trainee Graduate Trainee...
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Graduate Wealth Management Training Scheme
1 month ago
Liverpool, United Kingdom Marshall Moore Ltd Full time**Company Benefits**: - Clear career progression - Newly renovated Liverpool city centre offices - Competitive salary, including increases when exams are passed - Private Medical Insurance - A super friendly and supportive culture **Role responsibilities**: - Responding to technical investment queries from clients - Provide administrative support -...
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Graduate Data Administrator
4 weeks ago
Liverpool, United Kingdom Marshall Moore Ltd Full time**Benefits: high pension contributions, private medical, life assurance** **The Graduate Data Administrator will be responsible for**: - Data input - Extracting and analysing reports - Update any missing or inaccurate information - Reviewing and investigating **Essential Requirements are**: - Ability to learn quickly - Excellent communication...
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Graduate Data Administrator
1 month ago
Liverpool, United Kingdom Marshall Moore Ltd Full time**Benefits: high pension contributions, private medical, life assurance** **The Graduate Data Administrator will be responsible for**: - Data input - Extracting and analysing reports - Update any missing or inaccurate information - Reviewing and investigating **Essential Requirements are**: - Ability to learn quickly - Excellent communication...