This job is no longer available
This job expired on 02/10/2026. It no longer accepts applications.
Investment Administrator
Marshall Moore Recruitment Limited · Liverpool
Job description
About the role
We are currently recruiting for an Investment Administrator for a Wealth Management client based in Liverpool City Centre. The role involves working alongside Financial Advisors to deliver investment administration and liaise with corporate clients.
Key responsibilities
- Updating client details
- Producing investment reports and sending to clients
- Updating CRM databases and general administration
- Liaising with financial advisors
Required profile
- Previous experience in Wealth Management, Accountancy or other professional services
- Knowledge of ISAs (preferred)
- High accuracy and attention to detail
- Ability to prioritise workload and meet deadlines
What we offer
- Opportunity to complete a CISI qualification
- Private Medical Insurance
- Life Insurance
Questions fréquentes
Why are you reporting this job?
Explore further
Salaries, guides and searches in the United Kingdom.
Salary: Sales Administrator Based on 43 job offers in the United KingdomSalaries by job title
A question about this job?
Ask it here: you will get the full job summary by e-mail, right away.
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
Marshall Moore Recruitment Limited
Liverpool