Investment Assistant

2 weeks ago

Portsmouth, United Kingdom Ortus PSR Full time

I am working with a leading Wealth Management firm, with a fantastic reputation down to their high quality and personal approach to financial planning.

The firm in question are looking to add an Investment Administrator to the team, to provide high quality support to colleagues in the firm to ensure their clients are serviced with the utmost attention, reporting to the Head of Investments.

Main duties;
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
- Liaise with providers and other 3rd parties, to obtain any information that may be needed.

To be considered for this role, ideally you will hold:

- Experience within the Financial Services industry
- Exceptional client service skills, with a genuine interest in helping clients achieve their goals
- Willingness to learn and develop your skills and knowledge

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