We are currently recruiting for an Investment Administrator; a unique role for one our our Wealth Management clients based in Liverpool City Centre. You will be working alongside Financial Advisors, completing investment administration and liaising closely with a range of corporate clients.
The position offers the opportunity to complete a CISI qualification, alongside other benefits such as Private Medical Insurance and Life Insurance.
Key Responsibilities:
- Updating client details
- Producing investment reports and sending to clients
- Updating CRM databases and general administration
- Liaise with financial advisors
Required skill set:
- Previous experience in Wealth Management, Accountancy or other professional services
- Knowledge of ISA's preferred
- High accuracy and attention to detail
- Ability to prioritise own workload and meet deadlines
Apply now for more information!
Job Type: Permanent
Pay: From £26,000.00 per year
Benefits:
- Company pension
- Private medical insurance
Work Location: In person
