Investment Portfolio Specialist

1 day ago


Godalming, Surrey, United Kingdom Dynamite Recruitment Solutions Ltd Full time

We are seeking a highly skilled Investment Portfolio Specialist to join our team at Dynamite Recruitment Solutions Ltd.

The successful candidate will be responsible for supporting customers with enquiries and administration tasks in an investment management firm.

Key Responsibilities:

  • Maintaining client databases
  • Preparing spreadsheets and reports
  • Assisting in research into investment funds

Requirements:

  • Relevant exam qualifications
  • Understanding of investments
  • Excellent communication skills
  • Minimum 2 years' experience in the industry

Benefits:

  • Flexi time
  • 5 days a week
  • Office based in Godalming
  • Free parking
  • A competitive salary of £28,000 - £36,000 per annum


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