Investment Management Assistant

LinkedIn ShareShare

Investment Management Assistant

Liverpool City Centre based specialist Financial Services organisation is looking to recruit an Investment Management Assistant to work with the current Investment Management team..

Salary flexible depending on experience.

Your role will be to:

  • Provide administration support to the Fund Managers & Investment Management team.
  • Liaise with the Financial Advisors and issue investment paperwork.
  • Work closely with product providers and manage client queries.
  • Keep clients up to date with changes.
  • Work on Ad hoc projects within the investment team.

The successful candidate must have experience in the following:

  • Worked within an Investment Management organisation.
  • Ideally have investment administration experience.
  • If you have worked within Wealth Management that would be advantageous but not essential.
  • If you have graduated with a degree in Maths, Business Management, Economics or Finance I would be keen to speak about this investment job opportunity.

In return, this financial services firm will offer you career development and invest in your qualifications.

Please click to apply: 

7 January 2022
Financial Planning
Investment Administrator
Merseyside, Liverpool
Salary flexible depending on experience.