Investment Portfolio Coordinator
7 days ago
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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