Job Description
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
Joining our Liverpool team as an Investment Operations Senior means becoming part of a well-established Financial Services business that values professional growth and collaboration. We offer a supportive work culture where you can enhance your skills, mentor junior colleagues, and contribute to meaningful process improvements, all while enjoying the vibrant atmosphere of Liverpool. With a focus on employee development and a commitment to excellence, this role provides a rewarding opportunity for those looking to advance their careers in a dynamic environment.
Contact Details:
Marshall Moore Recruitment Limited Recruitment Team
