Investment Administrator

5 months ago


Liverpool, United Kingdom Marshall Moore Ltd Full time

**We are currently recruiting for an Investment Administrator; a unique role in a wealth management firm based in Liverpool. You will be working alongside financial advisors, completing investment administration and liaising with clients**

**The position offers study support for the Diploma in Financial Planning, alongside other benefits such as Private Medical Insurance and Life Insurance.**

**Key Responsibilities**:

- Updating client details
- Producing investment reports and sending to clients
- Updating CRM databases and general administration
- Liaise with financial advisors

**Required skill set**:

- Administration experience
- High accuracy and attention to detail levels
- Ability to prioritise own workload and meet deadlines
- Flexible approach to working

**Job Type**: Permanent

**Salary**: From £25,000.00 per year

**Benefits**:

- Company pension
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in Liverpool

Reference ID: EHX15444



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