We are currently recruiting for a Graduate Investment Assistant to join a Wealth Management firm in Liverpool city centre. The role will involve working closely with experienced financial advisors, performing administration duties and liaising with clients.
There will be the opportunity to study for the Investment Management Certificate and this will be an excellent foot in the door in the investment industry, in a company with scope to progress.
Key responsibilities:
- Acting on client instructions regarding their pensions and wealth
- Updating client records
- Provide administrative support to the advisors
- Using Excel to analyse data
- Issue client letters and investment reports
Key Skills Required:
- Genuine interest in the investment industry
- Strong accuracy and attention to detail
- Ability to work towards deadlines and manage own workload
- Good written and verbal communication
This is an excellent opportunity for you to work alongside experienced investment professionals. If you want to learn and be part of a vibrant team, this could be the role for you! Apply now for the Graduate Investment Assistant.