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Investment Assistant

Job description

An opportunity has arisen with an established and national Wealth Management firm for an Investment Administrator to join their Manchester based offices.

This particular office has been the strongest performer across the business for the past 2 years and continues to experience growth, demonstrated by their agreed plans for new offices in the heart of Manchester's financial services district in January 2023.

This role will work closely with 2 long-serving Investment Managers who will help to support, develop and direct your career progression.

The role;

  • Interaction with high-net-worth clients; Ensuring information and reports are provided and documented correctly along with being their first point of contact for any queries
  • Maintenance of the CRM
  • Process client payments
  • Assist the Investment Managers with the construction of client portfolios
  • Prepare for client meetings including diary management, putting together PowerPoint presentations and recording any notes required

This role will be ideal for somebody with experience in a similar role and experience within the wealth management industry. If you are ambitious and want to progress your career further, study support towards the CISI qualifications will be provided.

In return you will receive a very competitive remuneration package including annual bonus.

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