Investment Management Administration Assistant
Salary
Up to 25,000
Location
Cardiff
Job Type
Full Time
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Job Title: Investment Management Administration Assistant
Industry: Financial Services
Location: Cardiff
Salary: Up to £25,000
Reference Number: 13973
Job Description:
If you have experience working in a Wealth management firm and have previously worked alongside an Investment Manager, then this opportunity is for you.
Recruit UK are working on an excellent opportunity for an Investment Management Administration Assistant in Cardiff to join a prestigious Wealth Management Firm.
The company has offices across the UK and pride themselves on offering their clients personalised and professional service, putting a focus on the client’s needs.
Due to the growth of their Cardiff office, they are expanding their back-office team and have an exciting opportunity for an experienced Investment management administrator to join their business. You will be supporting the Wealth Management team and liaising with other administrators and directly with clients.
The role will include but not limited to:
- Liaising with clients via telephone and in writing
- Preparation of suitability reports and preparing letters
- Photocopying, scanning, collating and despatching reports and other documents
- Processing new business documents
- Preparing client paperwork
- Book client meetings and manage the Investment Manager diaries
- Prepare meeting rooms and take minutes
- Opportunity to join a prestigious Wealth Management Firm
- A Competitive salary of £25,000 (depending on experience)
- Chance to join a growing, successful team
- Experience working in a Wealth Management firm – Essential
- Technical Knowledge of Financial Instruments
- Good knowledge using excel and word- Essential
- Strong organisation and inter-personal skills – Essential
- Technical knowledge of financial instruments and processes – Desired
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.