Front Office Investment Administrator

2 months ago


Liverpool, United Kingdom Marshall Moore Full time

**We are currently recruiting for a Front Office Investment Administratorto join a wealth management company based in Liverpool city centre. This is the ideal role for someone with administration experience in the financial planning sector. The rolewill offer a mixture of working in city centre offices and working from home.**

**Responsibilities for the Front Office Investment Administrator**:

- Work alongside Financial Planners
- Build relationships with clients and maintain regular contact
- Maintain client records
- Preparation of meeting packs and valuations
- Assist investment managers in the preparation of presentations

**Essential requirements for the **Front Office Investment Administrator**:

- Financial Services experience
- Professional and friendly manner
- Strong attention to detail
- Good organisational skills



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