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Investment Assistant (CISI Level 3 or 4 essential)

Flair for Recruitment
Job LocationBristol
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Our client, a prestigious firm with a fresh approach to wealth management is looking for an Investment Assistant to join their Bristol office.In the role you would:

  • Ensure clients receive a first-class service, assisting Wealth Managers with administrative and organisational tasks
  • Have a thorough understanding of regulatory framework and the ability to apply the regulations in necessary areas
  • Have regular contact with clients, dealing with queries and supporting senior colleagues in client meetings
  • Prepare Investment Policy Statements, ensuring all information is accurately recorded, checking and resolving any issues which arise and liaising with external representatives to obtain any required information
  • Providing clients with reports and information both on an ad hoc basis and to a timetable
  • Keep up to date with relevant news in the financial services industry
    • You will have:
  • You will have experience in a front office environment, ideally in Wealth Management
  • You will have the desire to undertake professional development, and ambition to manage and oversee the work of a team of administrators in future
  • You will have a professional manner and deal with workload promptly and effectively
  • You will be willing to undertake any and all tasks requested by the Wealth Managers, assisting the team and firm with a can-do attitude
  • You will have experience of and be proficient in front office systems
    • If you are interested please apply today or contact Joanna at Flair for Recruitment for further information.

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