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 with 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 £24,500.00 per year
Benefits:
- Company pension
- Private medical insurance
Work Location: In person
