Address
Form of work
SalaryInvestment Administrator - 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 portfolio.
- 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.
