Investment Administrator
3 weeks ago
**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 £22,000.00 per year
**Benefits**:
- Company pension
- Private medical insurance
Schedule:
- Monday to Friday
Work authorisation:
- United Kingdom (required)
Work Location: Hybrid remote in Liverpool
Reference ID: EHX15444
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