We are currently recruiting for an Investment Administrator; a unique role for one our our Wealth Management clients based in Liverpool City Centre. You will be working alongside Financial Advisors, completing investment administration and liaising closely with a range of corporate clients.
The position offers the opportunity to complete a CISI qualification, alongside other benefits such as Private Medical Insurance and Life Insurance.
Key Responsibilities:
- Updating client details
- Producing investment reports and sending to clients
- Updating CRM databases and general administration
- Liaise with financial advisors
Required skill set:
- Previous experience in Wealth Management, Accountancy or other professional services
- Knowledge of ISA's preferred
- High accuracy and attention to detail
- Ability to prioritise own workload and meet deadlines
Apply now for more information!
Investment Adminsitrator in Liverpool employer: Marshall Moore Recruitment Limited Careers
As a privately owned freight forwarder, our company stands out as an excellent employer by fostering a supportive and friendly work environment that prioritises employee well-being. We offer flexible working arrangements, including the option to work from home on Mondays and Fridays, alongside professional development opportunities that encourage growth and advancement within the logistics sector. Our commitment to valuing our staff is evident in our dedication to creating a workplace where everyone feels appreciated and empowered to succeed.
Contact Details:
Marshall Moore Recruitment Limited Careers Recruitment Team
