Recruiting now
| Posted: | 03/05/24 | |
| Recruiter: | Heat Recruitment Ltd | |
| Reference: | 2755205790 | |
| Type: | Permanent | |
| Salary: | £28,000 - £40,000 Annual | |
| Location: | City, Leeds | |
| Description: | Investment Management Assistant - Great Leeds Area Basic up to £40,000 plus excellent package Company A 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 portfolios. • 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. | |