Investment Consultant

3 days ago


Birmingham, Birmingham, United Kingdom Bell Cornwall Full time
Job Summary

Bell Cornwall Recruitment is pleased to be hiring for an Investment Administrator to join a Wealth Management Company in the financial services industry.

Key Responsibilities
  • Support investment managers in providing investment services to clients
  • Maintain accurate and up-to-date information on the company's CRM system
  • Prepare high-quality PowerPoint presentations and meeting documents for client meetings
  • Update the database with revised client details in a timely manner
  • Process and submit expense claims in accordance with company policies
Requirements
  • Proficiency in Microsoft Office applications, including Word, Outlook, Excel, and PowerPoint
  • High level of attention to detail and organizational skills
  • Ability to work effectively as part of a team
  • Curiosity and a willingness to learn and take on new challenges
  • Ability to work independently and take initiative
About the Company

Bell Cornwall Recruitment is a leading recruitment agency specializing in the financial services industry.



  • Birmingham, Birmingham, United Kingdom GRADUATE FINANCIAL RECRUITMENT LIMITED Full time

    Position OverviewBecome a Key Player as a Sustainable Investment ConsultantAre you driven by a commitment to responsible investing and eager to embark on a journey in the financial sector? We are pleased to present an exciting opportunity for a Graduate Sustainable Investment Consultant to become part of our innovative team.Our organization, with a presence...


  • Birmingham, Birmingham, United Kingdom Careers Forge Full time

    Job Title: Financial Investment Consultant (Remote - UK)Location: United Kingdom (Remote)About Us:At Careers Forge, we are committed to connecting outstanding talent with leading organizations. Our focus is on matching skilled professionals with fulfilling roles across diverse sectors. Our dedication to quality and innovation enables us to deliver premier...


  • Birmingham, Birmingham, United Kingdom Careers Forge Full time

    Job Title: Financial Investment Consultant (Remote - UK)Location: United Kingdom (Remote)About Us:At Careers Forge, we are committed to connecting outstanding talent with leading organizations. Our focus is on matching skilled professionals with fulfilling career opportunities across diverse sectors. We pride ourselves on delivering exceptional recruitment...

  • Investment Manager

    7 days ago


    Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    Job Summary:We are seeking an experienced Investment Manager to join our team at IDEX Consulting. As a key member of our Wealth Management division, you will be responsible for managing investment portfolios and providing expert advice to our clients.About the Role:This is an exciting opportunity for a seasoned Investment Manager to take on a new challenge...

  • Investment Manager

    6 days ago


    Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    Job Summary:We are seeking an experienced Investment Manager to join our team at IDEX Consulting. As a key member of our Wealth Management division, you will be responsible for managing investment portfolios and providing expert advice to our clients.About the Role:This is an exciting opportunity for a seasoned Investment Manager to take on a new challenge...


  • Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Job Title: Assistant Investment ConsultantJob Type: Full-timeIndustry: Financial ServicesCompany: Bell Cornwall RecruitmentLocation: RemoteJob Description:Job Summary:Bell Cornwall Recruitment is seeking an experienced Investment Administrator to join our team. As an Investment Administrator, you will be responsible for providing administrative support to...


  • Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Job Title: Assistant Investment ConsultantJob Type: Full-timeIndustry: Financial ServicesCompany: Bell Cornwall RecruitmentLocation: RemoteJob Description:Job Summary:Bell Cornwall Recruitment is seeking an experienced Investment Administrator to join our team. As an Investment Administrator, you will be responsible for providing administrative support to...


  • Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    Job Summary: IDEX Consulting is seeking an experienced Investment Manager to join our team in Birmingham. As a key member of our Wealth Management team, you will be responsible for managing client relationships and growing our business in the UHNW market.About the Role: As an Investment Manager, you will work closely with our Director-level Investment...


  • Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    Job Summary: IDEX Consulting is seeking an experienced Investment Manager to join our team in Birmingham. As a key member of our Wealth Management team, you will be responsible for managing client relationships and growing our business in the UHNW market.About the Role: As an Investment Manager, you will work closely with our Director-level Investment...


  • Birmingham, Birmingham, United Kingdom TechNET IT Recruitment Ltd Full time

    Wealth Management ConsultantFull-time PositionPermanent RoleCompensation: Competitive salary with base pay plus commission and bonusesCompany Overview:TechNET-IT is collaborating with a prestigious UK wealth management firm recognized for its holistic financial planning and investment management solutions.To support their expanding clientele, they are...


  • Birmingham, Birmingham, United Kingdom Tradewind Recruitment Full time

    Start Your Career in Recruitment with Tradewind Recruitment Are you interested in the dynamic field of recruitment and looking for a career that offers opportunities for growth and development? Tradewind Recruitment is a leading recruitment agency in the education sector, and we invite you to join our prestigious Recruitment Consultant development programme,...


  • Birmingham, Birmingham, United Kingdom Tradewind Recruitment Full time

    Start Your Career in Recruitment with Tradewind Recruitment Are you interested in the dynamic field of recruitment and looking for a career that offers opportunities for growth and development? Tradewind Recruitment is a leading recruitment agency in the education sector, and we invite you to join our prestigious Recruitment Consultant development programme,...


  • Birmingham, Birmingham, United Kingdom TechNET IT Recruitment Ltd Full time

    Wealth Management ConsultantFull-time PositionPermanent RoleCompensation: Competitive, including a base salary plus commission and bonusesCompany Overview:TechNET-IT is collaborating with a prominent UK wealth management firm recognized for its extensive financial planning and investment management solutions.They are looking to expand their advisory team due...


  • Birmingham, Birmingham, United Kingdom deVere Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Consultant to join our team at deVere Group. As a key member of our wealth management team, you will be responsible for providing personalized financial advice to our clients and helping them achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Build...


  • Birmingham, Birmingham, United Kingdom deVere Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Consultant to join our team at deVere Group. As a key member of our wealth management team, you will be responsible for providing personalized financial advice to our clients and helping them achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Build...


  • Birmingham, Birmingham, United Kingdom Okailgroup Full time

    About the Role:The aim of the Investment Advisor scheme is to provide candidates with a comprehensive range of experience and training in the financial services sector.As a Financial Services Consultant, you will provide support and assistance to the team, but duties and responsibilities will change over time. You are expected to adapt to these changing...


  • Birmingham, Birmingham, United Kingdom Okailgroup Full time

    About the Role:The aim of the Investment Advisor scheme is to provide candidates with a comprehensive range of experience and training in the financial services sector.As a Financial Services Consultant, you will provide support and assistance to the team, but duties and responsibilities will change over time. You are expected to adapt to these changing...


  • Birmingham, Birmingham, United Kingdom Penguin Recruitment Full time

    About the CompanyPenguin Recruitment is collaborating with a prominent legal firm in the UK, seeking to enhance their team with a Senior Planning Consultant / Partner. Company OverviewThis firm boasts a comprehensive team of planning attorneys, environmental specialists, and planning advisors, proficient across various development sectors. Expertise and...


  • Birmingham, Birmingham, United Kingdom Okailgroup Full time

    About the Role:The aim of the Investment Advisor scheme is to provide candidates with a comprehensive range of experience and training in the financial services sector.As a Financial Services Consultant, you will provide support and assistance to the team, but duties and responsibilities will change over time. You are expected to adapt to these changing...


  • Birmingham, Birmingham, United Kingdom Ramboll Group AS Full time

    About the RoleWe are seeking a highly skilled Health and Safety Consultant to join our team at Ramboll Group A/S. As a key member of our Health and Safety consultancy department, you will be responsible for delivering a wide range of strategic and operational risk management assignments across various sectors and geographies.Your key responsibilities will...