Investment Adminsitrator - #2123334

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!