Investment Support Advisor

4 days ago


London, Greater London, United Kingdom Taylor James Resourcing Full time

Taylor James Resourcing is seeking an experienced Investment Support Advisor to join our team. In this role, you will be responsible for providing exceptional client service and supporting the investment team.

About the Company Overview

Taylor James Resourcing is a leading recruitment agency specializing in finance and accounting roles. We are committed to delivering exceptional service to our clients and candidates.

Job Description:

In this role, you will be responsible for ensuring AML compliance, administering client data, and collaborating with Investment Managers on client onboarding and account opening.

Responsibilities:
  • Collaborate with Investment Managers on client onboarding and account opening.
  • Ensure AML compliance and maintain accurate records.
  • Administer client data on internal and external systems.
Salary and Benefits

The estimated salary for this role is £32,000 - £40,000 per annum. You will also have access to a range of benefits, including professional development opportunities and a supportive work environment.



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