Graduate Investment Assistant

5 months 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 in the door in the investment industry, in a company with scope to progress.**

**Key responsibilities**:

- Acting on client investment dealing instructions
- Updating client records
- Provide administrative support to the Investment Managers
- Using Excel to analyse data
- Respond to client queries

**Key Skills Required**:

- Genuine interest in the investment industry
- Strong accuracy and attention to detail
- Ability to work towards deadlines and manage own workload
- Willingness to learn alongside a positive attitude

**This is an excellent opportunity for you to work alongside experienced investment professionals. The company can offer study support for the Investment Management Certificate - if you want to learn and be part of a vibrant team, this could be the role for you**

**Job Type**: Permanent

**Salary**: From £20,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work authorisation:

- United Kingdom (required)

Work Location: In person

Reference ID: IND-MML



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