Investment Assistant

Investment Assistant - Great Leeds Area

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.