Graduate Investment Assistant

  • Ref: EHX98q374
  • Industry: Financial Services
  • Location:
  • Salary:
  • Type: Permanent

About the Role

We are currently recruiting for a Graduate Investment Assistant to join a Wealth Management firm in Liverpool city centre. The role will involve working closely with experienced financial advisors, performing administration duties and liaising with clients.

The company will fund the Diploma in Financial Planning, and this will be an excellent foot in the door in the investment industry, in a company with scope to progress.

Key responsibilities:

  • Acting on client instructions regarding their pensions and wealth
  • Updating client records
  • Provide administrative support to the advisors
  • Using Excel to analyse data
  • Issue client letters and investment reports

Key Skills Required:

  • Genuine interest in the investment industry
  • Strong accuracy and attention to detail
  • Ability to work towards deadlines and manage own workload
  • Good written and verbal communication

This is an excellent opportunity for you to work alongside experienced investment professionals. If you want to learn and be part of a vibrant team, this could be the role for you!

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