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
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Published 6 days ago
Expires 17 hours from now
10 views · 0 interested
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Marshall Moore Recruitment Limited
Liverpool
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