Investment Portfolio Coordinator

7 days ago


East Liverpool, Ohio, United Kingdom NMS Recruit Full time
About the Role:

We are seeking a talented and motivated individual who is passionate about the financial services industry and has a desire to learn and grow with our company.


Key Responsibilities:
Job Summary

The successful candidate will be responsible for providing administrative support to financial planners, assisting in the preparation of investment portfolios and ensuring that all tasks are completed to a high standard.


Main Responsibilities
  • Prepare investment portfolios.
  • Provide administrative support.
  • Maintain accurate records.
  • Process client information.

Essential Skills and Qualifications
  • Excellent communication and organisational skills.
  • Ability to work under pressure and meet deadlines.

Benefits and Salary:
  • A salary of £40,000 per annum.
  • Opportunities for career progression.


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