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Investment Assistant

Job LocationLeeds
EducationNot Mentioned
Salary£28,000 - £37,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Investment Assistant - Great Leeds AreaCompanyA highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.What you will do:

  • The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
  • Provide clients with information and reports about their portfolio.
  • Dealing with queries from clients and intermediaries, taking appropriate messages.
About You
  • You will have a minimum of 18 months experience as an investment focused administrator working with either a specialist investment house or financial adviser.
  • You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress.
  • It is preferable that you are CISI level 3 qualified or above.
  • It is essential that you already live within commuting distance of Leeds.
Required skills
  • 1Administrative Support
  • 1Financial Reporting
  • 1Financial Services
  • 1Investment
  • 1Investment Management

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