Investment Assistant

4 weeks ago


Leeds, United Kingdom Heat Recruitment Full time

**Overview**:
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.
- Pre-client meeting preparation including production of new client paperwork, valuations, and performance summaries.
- Monitoring of new account openings to ensure cases are submitted and handled appropriately whilst keeping the Investment Manager and client informed.
- Handling telephone inquiries from third parties and clients regarding their portfolios and accounts.
- Undertaking all work in accordance with organization’s processes and FCA & CASS regulation.
- Ensuring that Anti-Money Laundering & GDPR regulations are adhered to throughout all tasks.

**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 Leeds.

**Salary**: £27,000.00-£40,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Work from home

Schedule:

- 8 hour shift
- Holidays
- Monday to Friday
- Weekend availability

Work Location: In person

Application deadline: 05/04/2024
Reference ID: 11



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